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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 | $671,433 | $140,592+377.6% | $123,106+445.4% | $125,393+435.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.76% | 16.80%-19.6pp | 13.22%-16.0pp | 282.23%-285.0pp |
| Employer contribution / active EE | $5,455 | $6,041-9.7% | $5,151+5.9% | $4,866+12.1% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,351-100.0% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,541-100.0% |