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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $382,182 | $87,546+336.5% | $75,784+404.3% | $125,389+204.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -3.10% | 13.49%-16.6pp | 9.68%-12.8pp | 282.24%-285.3pp |
| Employer contribution / active EE | $16,583 | $3,930+322.0% | $3,323+399.0% | $4,866+240.8% |
| Participant deferral / active EE | $19,537 | $4,230+361.9% | $3,652+435.0% | $5,352+265.1% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |