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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 | $303,900 | $87,544+247.1% | $75,784+301.0% | $125,388+142.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.52% | 13.49%-15.0pp | 9.68%-11.2pp | 282.24%-283.8pp |
| Employer contribution / active EE | $20,789 | $3,930+429.0% | $3,323+525.5% | $4,866+327.2% |
| Participant deferral / active EE | $15,404 | $4,229+264.2% | $3,652+321.8% | $5,352+187.8% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,300-100.0% | $9,541-100.0% |