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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 | $301,042 | $167,522+79.7% | $151,639+98.5% | $134,532+123.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -2.04% | 7.81%-9.8pp | 3.34%-5.4pp | 418.27%-420.3pp |
| Employer contribution / active EE | $61,000 | $6,828+793.4% | $6,165+889.5% | $4,741+1186.6% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |