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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 | $1,116,742 | $100,805+1007.8% | $86,698+1188.1% | $134,532+730.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -6.73% | 29.09%-35.8pp | 35.95%-42.7pp | 418.27%-425.0pp |
| Employer contribution / active EE | $27,014 | $3,490+674.1% | $2,837+852.3% | $4,741+469.8% |
| Participant deferral / active EE | $18,000 | $5,339+237.1% | $4,656+286.6% | $6,401+181.2% |
| Admin fee / account holder | $82 | $10,925-99.2% | $7,493-98.9% | $11,429-99.3% |