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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 | $424,193 | $167,533+153.2% | $151,645+179.7% | $134,545+215.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -6.18% | 7.81%-14.0pp | 3.34%-9.5pp | 418.37%-424.5pp |
| Employer contribution / active EE | $27,197 | $6,828+298.3% | $6,165+341.1% | $4,742+473.6% |
| Participant deferral / active EE | $9,726 | $8,985+8.2% | $8,363+16.3% | $6,401+51.9% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |