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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 | $292,267 | $73,009+300.3% | $90,760+222.0% | $68,486+326.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | 0.98% | -13.81%+14.8pp | -12.16%+13.1pp | -7.85%+8.8pp |
| Employer contribution / active EE | $7,692 | $2,193+250.8% | $2,922+163.3% | $2,597+196.2% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,896-100.0% | $8,444-100.0% | $5,404-100.0% |