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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 | $618,895 | $167,352+269.8% | $143,788+330.4% | $134,509+360.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.75% | 0.47%-20.2pp | -0.03%-19.7pp | 418.13%-437.9pp |
| Employer contribution / active EE | $3,100 | $5,620-44.8% | $4,952-37.4% | $4,741-34.6% |
| Participant deferral / active EE | $5,100 | $6,447-20.9% | $5,638-9.5% | $6,400-20.3% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |