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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 | $311,010 | $127,387+144.1% | $115,038+170.4% | $125,389+148.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.84% | 31.28%-34.1pp | 26.14%-29.0pp | 282.24%-285.1pp |
| Employer contribution / active EE | $21,932 | $5,166+324.5% | $4,608+376.0% | $4,866+350.7% |
| Participant deferral / active EE | $16,733 | $6,423+160.5% | $6,026+177.7% | $5,352+212.7% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |