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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 | $579,960 | $142,409+307.3% | $119,634+384.8% | $134,545+331.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -8.74% | -12.46%+3.7pp | -14.98%+6.2pp | 418.37%-427.1pp |
| Employer contribution / active EE | $5,910 | $5,224+13.1% | $4,232+39.6% | $4,742+24.6% |
| Participant deferral / active EE | $9,454 | $6,468+46.2% | $5,601+68.8% | $6,401+47.7% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |