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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 | $441,491 | $107,809+309.5% | $90,657+387.0% | $135,380+226.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -0.46% | -0.90%+0.4pp | 1.89%-2.3pp | 519.81%-520.3pp |
| Employer contribution / active EE | $14,105 | $3,018+367.4% | $2,532+457.1% | $4,779+195.2% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |