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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 | $1,321,151 | $167,352+689.4% | $143,788+818.8% | $134,509+882.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.24% | 0.47%-5.7pp | -0.03%-5.2pp | 418.13%-423.4pp |
| Employer contribution / active EE | $17,500 | $5,620+211.4% | $4,952+253.4% | $4,741+269.2% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |