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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 | $704,592 | $167,522+320.6% | $151,639+364.7% | $134,532+423.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.46% | 7.81%-18.3pp | 3.34%-13.8pp | 418.27%-428.7pp |
| Employer contribution / active EE | $32,032 | $6,828+369.1% | $6,165+419.6% | $4,741+575.6% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |