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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 | $355,138 | $83,908+323.2% | $68,509+418.4% | $125,389+183.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.80% | 14.48%-15.3pp | 8.27%-9.1pp | 282.24%-283.0pp |
| Employer contribution / active EE | $17,075 | $3,031+463.3% | $2,278+649.6% | $4,866+250.9% |
| Participant deferral / active EE | $2,742 | $4,125-33.5% | $3,382-18.9% | $5,352-48.8% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |