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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 | $582,415 | $167,533+247.6% | $151,645+284.1% | $134,545+332.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.89% | 7.81%-25.7pp | 3.34%-21.2pp | 418.37%-436.3pp |
| Employer contribution / active EE | $17,404 | $6,828+154.9% | $6,165+182.3% | $4,742+267.0% |
| Participant deferral / active EE | $18,356 | $8,985+104.3% | $8,363+119.5% | $6,401+186.8% |
| Admin fee / account holder | $7 | $13,781-100.0% | $11,614-99.9% | $11,431-99.9% |