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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 | $256,658 | $270,507-5.1% | $235,743+8.9% | $270,507-5.1% |
| Participation rate | 100.0% | 93.5%+6.5pp | 92.6%+7.4pp | 93.5%+6.5pp |
| Annual return | -5.97% | -4.71%-1.3pp | -10.45%+4.5pp | -4.71%-1.3pp |
| Employer contribution / active EE | $21,760 | $25,782-15.6% | $23,278-6.5% | $25,782-15.6% |
| Participant deferral / active EE | $0 | $5,950-100.0% | $5,619-100.0% | $5,950-100.0% |
| Admin fee / account holder | $0 | $10,647-100.0% | $35,676-100.0% | $10,647-100.0% |