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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 | $966,364 | $83,908+1051.7% | $68,509+1310.6% | $125,389+670.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -3.23% | 14.48%-17.7pp | 8.27%-11.5pp | 282.24%-285.5pp |
| Employer contribution / active EE | $2,450 | $3,031-19.2% | $2,278+7.6% | $4,866-49.7% |
| Participant deferral / active EE | $12,954 | $4,125+214.0% | $3,382+283.0% | $5,352+142.1% |
| Admin fee / account holder | $6 | $8,982-99.9% | $5,275-99.9% | $9,541-99.9% |