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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 | $662,342 | $127,387+419.9% | $115,038+475.8% | $125,389+428.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.54% | 31.28%-31.8pp | 26.14%-26.7pp | 282.24%-282.8pp |
| Employer contribution / active EE | $20,219 | $5,166+291.4% | $4,608+338.8% | $4,866+315.5% |
| Participant deferral / active EE | $18,000 | $6,423+180.2% | $6,026+198.7% | $5,352+236.3% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |