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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 | $721,914 | $167,504+331.0% | $151,628+376.1% | $134,509+436.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.90% | 7.81%-23.7pp | 3.34%-19.2pp | 418.13%-434.0pp |
| Employer contribution / active EE | $12,070 | $6,828+76.8% | $6,165+95.8% | $4,741+154.6% |
| Participant deferral / active EE | $26,331 | $8,985+193.1% | $8,363+214.9% | $6,400+311.4% |
| Admin fee / account holder | $219 | $13,779-98.4% | $11,613-98.1% | $11,427-98.1% |