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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 | $1,853,900 | $167,353+1007.8% | $143,797+1189.2% | $134,545+1277.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.76% | 0.48%-6.2pp | -0.04%-5.7pp | 418.37%-424.1pp |
| Employer contribution / active EE | $31,123 | $5,620+453.7% | $4,952+528.4% | $4,742+556.4% |
| Participant deferral / active EE | $18,955 | $6,447+194.0% | $5,638+236.2% | $6,401+196.1% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |