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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 | $1,479,016 | $100,811+1367.1% | $86,698+1605.9% | $134,545+999.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.41% | 29.11%-48.5pp | 35.96%-55.4pp | 418.37%-437.8pp |
| Employer contribution / active EE | $3,409 | $3,490-2.3% | $2,837+20.2% | $4,742-28.1% |
| Participant deferral / active EE | $10,799 | $5,339+102.2% | $4,656+131.9% | $6,401+68.7% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |