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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 | $365,265 | $112,300+225.3% | $90,223+304.8% | $125,389+191.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -0.99% | -0.57%-0.4pp | 1.31%-2.3pp | 282.24%-283.2pp |
| Employer contribution / active EE | $33,954 | $5,181+555.3% | $4,378+675.5% | $4,866+597.8% |
| Participant deferral / active EE | $0 | $6,733-100.0% | $5,792-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $10,990-100.0% | $7,406-100.0% | $9,541-100.0% |