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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 | $353,545 | $142,409+148.3% | $119,634+195.5% | $134,545+162.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 1.15% | -12.46%+13.6pp | -14.98%+16.1pp | 418.37%-417.2pp |
| Employer contribution / active EE | $17,038 | $5,224+226.1% | $4,232+302.6% | $4,742+259.3% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $270 | $13,594-98.0% | $10,329-97.4% | $11,431-97.6% |