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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 | $1,394,580 | $475,392+193.4% | $400,691+248.0% | $382,429+264.7% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.9%+24.1pp | 87.7%+12.3pp |
| Annual return | 12.45% | -2.36%+14.8pp | -1.11%+13.6pp | 248.85%-236.4pp |
| Employer contribution / active EE | $36,257 | $9,986+263.1% | $8,652+319.0% | $8,036+351.2% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $5,247-100.0% | $5,727-100.0% |
| Admin fee / account holder | $4 | $14,567-100.0% | $12,841-100.0% | $30,732-100.0% |