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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 | $411,222 | $142,409+188.8% | $119,634+243.7% | $134,545+205.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 4.09% | -12.46%+16.6pp | -14.98%+19.1pp | 418.37%-414.3pp |
| Employer contribution / active EE | $11,252 | $5,224+115.4% | $4,232+165.9% | $4,742+137.3% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |