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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 | $925,820 | $167,362+453.2% | $143,799+543.8% | $134,532+588.2% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -16.39% | 0.47%-16.9pp | -0.04%-16.3pp | 418.27%-434.7pp |
| Employer contribution / active EE | $7,278 | $5,620+29.5% | $4,952+47.0% | $4,741+53.5% |
| Participant deferral / active EE | $6,389 | $6,447-0.9% | $5,638+13.3% | $6,401-0.2% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |