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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 | $898,565 | $167,522+436.4% | $151,639+492.6% | $134,532+567.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.79% | 7.81%-20.6pp | 3.34%-16.1pp | 418.27%-431.1pp |
| Employer contribution / active EE | $35,312 | $6,828+417.2% | $6,165+472.8% | $4,741+644.8% |
| Participant deferral / active EE | $19,656 | $8,986+118.7% | $8,363+135.0% | $6,401+207.1% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |