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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 | $691,638 | $167,533+312.8% | $151,645+356.1% | $134,545+414.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.78% | 7.81%-21.6pp | 3.34%-17.1pp | 418.37%-432.1pp |
| Employer contribution / active EE | $16,919 | $6,828+147.8% | $6,165+174.4% | $4,742+256.8% |
| Participant deferral / active EE | $10,086 | $8,985+12.3% | $8,363+20.6% | $6,401+57.6% |
| Admin fee / account holder | $100 | $13,781-99.3% | $11,614-99.1% | $11,431-99.1% |