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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 | $516,437 | $167,352+208.6% | $143,788+259.2% | $134,509+283.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.07% | 0.47%-5.5pp | -0.03%-5.0pp | 418.13%-423.2pp |
| Employer contribution / active EE | $7,888 | $5,620+40.3% | $4,952+59.3% | $4,741+66.4% |
| Participant deferral / active EE | $6,815 | $6,447+5.7% | $5,638+20.9% | $6,400+6.5% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |