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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 | $278,539 | $140,592+98.1% | $123,106+126.3% | $125,388+122.1% |
| Participation rate | 87.5% | 88.2%-0.7pp | 86.8%+0.7pp | 83.2%+4.3pp |
| Annual return | -0.66% | 16.80%-17.5pp | 13.22%-13.9pp | 282.24%-282.9pp |
| Employer contribution / active EE | $20,605 | $6,041+241.1% | $5,151+300.0% | $4,866+323.4% |
| Participant deferral / active EE | $3,267 | $6,980-53.2% | $6,229-47.6% | $5,352-39.0% |
| Admin fee / account holder | $6 | $11,198-99.9% | $9,015-99.9% | $9,541-99.9% |