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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 | $317,478 | $85,790+270.1% | $67,313+371.6% | $135,380+134.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 1.23% | -0.54%+1.8pp | -4.08%+5.3pp | 519.81%-518.6pp |
| Employer contribution / active EE | $23,638 | $3,487+577.8% | $2,566+821.3% | $4,779+394.6% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,828-100.0% |