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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 | $2,594,747 | $293,085+785.3% | $293,085+785.3% | $430,769+502.4% |
| Participation rate | 100.0% | 86.7%+13.3pp | 86.7%+13.3pp | 90.6%+9.4pp |
| Annual return | 1.93% | -28.53%+30.5pp | -21.55%+23.5pp | 10.77%-8.8pp |
| Employer contribution / active EE | $54,000 | $6,436+739.0% | $5,774+835.2% | $26,022+107.5% |
| Participant deferral / active EE | $0 | $4,334-100.0% | $3,831-100.0% | $6,968-100.0% |
| Admin fee / account holder | $0 | $5,672-100.0% | $5,672-100.0% | $18,309-100.0% |