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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 | $556,892 | $167,362+232.7% | $143,799+287.3% | $134,532+313.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.49% | 0.47%-13.0pp | -0.04%-12.4pp | 418.27%-430.8pp |
| Employer contribution / active EE | $32,356 | $5,620+475.7% | $4,952+553.4% | $4,741+582.5% |
| Participant deferral / active EE | $21,625 | $6,447+235.4% | $5,638+283.5% | $6,401+237.8% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |