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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 | $780,168 | $167,362+366.2% | $143,799+442.5% | $134,532+479.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.25% | 0.47%-8.7pp | -0.04%-8.2pp | 418.27%-426.5pp |
| Employer contribution / active EE | $16,563 | $5,620+194.7% | $4,952+234.5% | $4,741+249.3% |
| Participant deferral / active EE | $5,125 | $6,447-20.5% | $5,638-9.1% | $6,401-19.9% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |