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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 | $849,693 | $167,353+407.7% | $143,797+490.9% | $134,545+531.5% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -19.42% | 0.48%-19.9pp | -0.04%-19.4pp | 418.37%-437.8pp |
| Employer contribution / active EE | $14,898 | $5,620+165.1% | $4,952+200.8% | $4,742+214.2% |
| Participant deferral / active EE | $15,833 | $6,447+145.6% | $5,638+180.8% | $6,401+147.3% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |