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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 | $1,416,238 | $167,522+745.4% | $151,639+834.0% | $134,532+952.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.93% | 7.81%-27.7pp | 3.34%-23.3pp | 418.27%-438.2pp |
| Employer contribution / active EE | $27,000 | $6,828+295.4% | $6,165+338.0% | $4,741+469.5% |
| Participant deferral / active EE | $24,833 | $8,986+176.4% | $8,363+196.9% | $6,401+288.0% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |