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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 | $479,079 | $84,518+466.8% | $67,704+607.6% | $125,388+282.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -1.30% | 2.57%-3.9pp | 25.41%-26.7pp | 282.24%-283.5pp |
| Employer contribution / active EE | $7,802 | $3,292+137.0% | $2,559+204.8% | $4,866+60.3% |
| Participant deferral / active EE | $7,839 | $4,430+76.9% | $3,585+118.6% | $5,352+46.5% |
| Admin fee / account holder | $10 | $5,340-99.8% | $4,255-99.8% | $9,541-99.9% |