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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 | $1,309,673 | $142,409+819.7% | $119,634+994.7% | $134,545+873.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 6.62% | -12.46%+19.1pp | -14.98%+21.6pp | 418.37%-411.8pp |
| Employer contribution / active EE | $27,775 | $5,224+431.7% | $4,232+556.2% | $4,742+485.8% |
| Participant deferral / active EE | $20,667 | $6,468+219.5% | $5,601+269.0% | $6,401+222.9% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |