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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 | $1,470,475 | $147,167+899.2% | $111,392+1220.1% | $135,379+986.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -3.95% | -4.44%+0.5pp | -2.06%-1.9pp | 519.79%-523.7pp |
| Employer contribution / active EE | $32,657 | $5,204+527.5% | $4,328+654.6% | $4,779+583.3% |
| Participant deferral / active EE | $0 | $6,565-100.0% | $5,567-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $20,270-100.0% | $12,266-100.0% | $10,828-100.0% |