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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 | $445,061 | $127,387+249.4% | $115,038+286.9% | $125,389+254.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.25% | 31.28%-31.5pp | 26.14%-26.4pp | 282.24%-282.5pp |
| Employer contribution / active EE | $19,746 | $5,166+282.2% | $4,608+328.5% | $4,866+305.8% |
| Participant deferral / active EE | $14,183 | $6,423+120.8% | $6,026+135.3% | $5,352+165.0% |
| Admin fee / account holder | $7 | $9,516-99.9% | $8,175-99.9% | $9,541-99.9% |