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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 | $790,022 | $82,324+859.7% | $68,803+1048.2% | $134,545+487.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 3.38% | -2.17%+5.6pp | -6.37%+9.8pp | 418.37%-415.0pp |
| Employer contribution / active EE | $25,000 | $3,302+657.2% | $2,656+841.3% | $4,742+427.3% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $6,485-100.0% | $4,936-100.0% | $11,431-100.0% |