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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 | $354,128 | $105,861+234.5% | $90,756+290.2% | $134,509+163.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 3.78% | -10.99%+14.8pp | -12.16%+15.9pp | 418.13%-414.4pp |
| Employer contribution / active EE | $15,919 | $3,463+359.6% | $2,922+444.9% | $4,741+235.8% |
| Participant deferral / active EE | $6,032 | $5,217+15.6% | $4,565+32.1% | $6,400-5.8% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,427-100.0% |