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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 | $784,680 | $95,895+718.3% | $79,576+886.1% | $134,509+483.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 0.96% | -2.72%+3.7pp | 0.15%+0.8pp | 418.13%-417.2pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $27,000 | $4,693+475.3% | $3,985+577.5% | $6,400+321.9% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |