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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 | $581,817 | $73,848+687.9% | $143,799+304.6% | $68,486+749.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.15% | 0.91%-18.1pp | -0.04%-17.1pp | -7.85%-9.3pp |
| Employer contribution / active EE | $28,393 | $3,184+791.6% | $4,952+473.4% | $2,597+993.5% |
| Participant deferral / active EE | $14,750 | $3,385+335.8% | $5,638+161.6% | $4,028+266.2% |
| Admin fee / account holder | $6 | $5,755-99.9% | $14,677-100.0% | $5,404-99.9% |