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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 | $614,404 | $167,362+267.1% | $143,799+327.3% | $134,532+356.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -19.52% | 0.47%-20.0pp | -0.04%-19.5pp | 418.27%-437.8pp |
| Employer contribution / active EE | $8,027 | $5,620+42.8% | $4,952+62.1% | $4,741+69.3% |
| Participant deferral / active EE | $9,620 | $6,447+49.2% | $5,638+70.6% | $6,401+50.3% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |