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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 | $287,743 | $167,323+72.0% | $143,770+100.1% | $134,493+113.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.67% | 0.47%-8.1pp | -0.04%-7.6pp | 418.01%-425.7pp |
| Employer contribution / active EE | $28,570 | $5,619+408.4% | $4,951+477.0% | $4,740+502.7% |
| Participant deferral / active EE | $0 | $6,446-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | -$1,669 | $18,088-109.2% | $14,673-111.4% | $11,425-114.6% |