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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 | $417,148 | $87,546+376.5% | $75,784+450.4% | $125,389+232.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.60% | 13.49%-14.1pp | 9.68%-10.3pp | 282.24%-282.8pp |
| Employer contribution / active EE | $12,519 | $3,930+218.5% | $3,323+276.7% | $4,866+157.3% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |