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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 | $377,737 | $100,792+274.8% | $86,691+335.7% | $134,509+180.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 0.91% | 29.08%-28.2pp | 35.94%-35.0pp | 418.13%-417.2pp |
| Employer contribution / active EE | $18,653 | $3,491+434.4% | $2,837+557.5% | $4,741+293.5% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |