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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 | $859,879 | $142,392+503.9% | $119,622+618.8% | $134,532+539.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.86% | -12.46%-1.4pp | -14.98%+1.1pp | 418.27%-432.1pp |
| Employer contribution / active EE | $17,279 | $5,224+230.8% | $4,232+308.3% | $4,741+264.4% |
| Participant deferral / active EE | $6,880 | $6,467+6.4% | $5,601+22.8% | $6,401+7.5% |
| Admin fee / account holder | $5 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |