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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 | $372,296 | $211,946+75.7% | $169,452+119.7% | $135,382+175.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.58% | 3.26%-8.8pp | 1.83%-7.4pp | 519.77%-525.3pp |
| Employer contribution / active EE | $35,787 | $5,117+599.4% | $4,157+760.9% | $4,779+648.9% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,829-100.0% |