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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 | $652,708 | $167,362+290.0% | $143,799+353.9% | $134,532+385.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.79% | 0.47%-9.3pp | -0.04%-8.7pp | 418.27%-427.1pp |
| Employer contribution / active EE | $19,413 | $5,620+245.4% | $4,952+292.0% | $4,741+309.5% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $110 | $18,094-99.4% | $14,677-99.2% | $11,429-99.0% |