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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 | $993,203 | $167,504+492.9% | $151,628+555.0% | $134,509+638.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.15% | 7.81%-26.0pp | 3.34%-21.5pp | 418.13%-436.3pp |
| Employer contribution / active EE | $21,716 | $6,828+218.0% | $6,165+252.2% | $4,741+358.1% |
| Participant deferral / active EE | $16,788 | $8,985+86.8% | $8,363+100.7% | $6,400+162.3% |
| Admin fee / account holder | $87 | $13,779-99.4% | $11,613-99.2% | $11,427-99.2% |