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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 | $423,076 | $175,646+140.9% | $129,118+227.7% | $134,532+214.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | 0.32% | -11.39%+11.7pp | -10.94%+11.3pp | 418.27%-417.9pp |
| Employer contribution / active EE | $4,542 | $6,355-28.5% | $5,051-10.1% | $4,741-4.2% |
| Participant deferral / active EE | $0 | $7,970-100.0% | $6,539-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $23,578-100.0% | $14,305-100.0% | $11,429-100.0% |