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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 | $663,782 | $167,353+296.6% | $143,797+361.6% | $134,545+393.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.49% | 0.48%-14.0pp | -0.04%-13.5pp | 418.37%-431.9pp |
| Employer contribution / active EE | $14,234 | $5,620+153.2% | $4,952+187.4% | $4,742+200.2% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |