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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 | $1,328,299 | $381,890+247.8% | $359,360+269.6% | $564,480+135.3% |
| Participation rate | 100.0% | 88.9%+11.1pp | 86.3%+13.7pp | 89.1%+10.9pp |
| Annual return | -15.35% | -11.38%-4.0pp | -10.75%-4.6pp | -14.07%-1.3pp |
| Employer contribution / active EE | $0 | $18,491-100.0% | $18,485-100.0% | $29,221-100.0% |
| Participant deferral / active EE | $20,500 | $9,109+125.0% | $8,159+151.3% | $5,729+257.9% |
| Admin fee / account holder | $0 | $9,693-100.0% | $9,603-100.0% | $27,140-100.0% |