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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 | $321,514 | $140,592+128.7% | $123,106+161.2% | $125,393+156.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.66% | 16.80%-19.5pp | 13.22%-15.9pp | 282.23%-284.9pp |
| Employer contribution / active EE | $23,012 | $6,041+280.9% | $5,151+346.7% | $4,866+372.9% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,351-100.0% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,541-100.0% |