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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 | $892,286 | $142,409+526.6% | $119,634+645.8% | $134,545+563.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.44% | -12.46%-1.0pp | -14.98%+1.5pp | 418.37%-431.8pp |
| Employer contribution / active EE | $3,900 | $5,224-25.3% | $4,232-7.9% | $4,742-17.7% |
| Participant deferral / active EE | $7,500 | $6,468+16.0% | $5,601+33.9% | $6,401+17.2% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |