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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 | $844,257 | $167,353+404.5% | $143,797+487.1% | $134,545+527.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -14.52% | 0.48%-15.0pp | -0.04%-14.5pp | 418.37%-432.9pp |
| Employer contribution / active EE | $13,725 | $5,620+144.2% | $4,952+177.1% | $4,742+189.5% |
| Participant deferral / active EE | $17,000 | $6,447+163.7% | $5,638+201.5% | $6,401+165.6% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |