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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 | $1,532,418 | $167,353+815.7% | $143,797+965.7% | $134,545+1039.0% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -14.00% | 0.48%-14.5pp | -0.04%-14.0pp | 418.37%-432.4pp |
| Employer contribution / active EE | $39,287 | $5,620+599.0% | $4,952+693.3% | $4,742+728.6% |
| Participant deferral / active EE | $26,944 | $6,447+317.9% | $5,638+377.9% | $6,401+320.9% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |