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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 | $658,836 | $140,592+368.6% | $123,105+435.2% | $125,389+425.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.95% | 16.80%-19.7pp | 13.22%-16.2pp | 282.24%-285.2pp |
| Employer contribution / active EE | $20,496 | $6,041+239.3% | $5,151+297.9% | $4,866+321.2% |
| Participant deferral / active EE | $17,432 | $6,980+149.7% | $6,229+179.8% | $5,352+225.7% |
| Admin fee / account holder | $71 | $11,198-99.4% | $9,014-99.2% | $9,541-99.3% |