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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 | $348,277 | $211,946+64.3% | $169,452+105.5% | $135,379+157.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.03% | 3.26%-9.3pp | 1.83%-7.9pp | 519.79%-525.8pp |
| Employer contribution / active EE | $14,113 | $5,117+175.8% | $4,157+239.5% | $4,779+195.3% |
| Participant deferral / active EE | $14,167 | $6,075+133.2% | $5,277+168.5% | $5,609+152.6% |
| Admin fee / account holder | $7 | $11,472-99.9% | $9,110-99.9% | $10,828-99.9% |