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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 | $433,549 | $90,448+379.3% | $93,786+362.3% | $134,545+222.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -5.16% | -15.71%+10.6pp | -11.32%+6.2pp | 418.37%-423.5pp |
| Employer contribution / active EE | $17,387 | $4,349+299.8% | $4,328+301.8% | $4,742+266.7% |
| Participant deferral / active EE | $15,959 | $5,983+166.8% | $6,100+161.6% | $6,401+149.3% |
| Admin fee / account holder | $0 | $9,232-100.0% | $7,184-100.0% | $11,431-100.0% |