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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 | $1,356,782 | $129,960+944.0% | $104,299+1200.9% | $134,545+908.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -0.80% | 42.06%-42.9pp | 24.62%-25.4pp | 418.37%-419.2pp |
| Employer contribution / active EE | $2,333 | $4,186-44.3% | $3,373-30.8% | $4,742-50.8% |
| Participant deferral / active EE | $18,000 | $5,589+222.0% | $4,626+289.1% | $6,401+181.2% |
| Admin fee / account holder | $0 | $9,324-100.0% | $7,339-100.0% | $11,431-100.0% |