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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 | $1,781,545 | $167,362+964.5% | $143,799+1138.9% | $134,532+1224.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.38% | 0.47%-7.9pp | -0.04%-7.3pp | 418.27%-425.6pp |
| Employer contribution / active EE | $33,749 | $5,620+500.5% | $4,952+581.5% | $4,741+611.8% |
| Participant deferral / active EE | $7,371 | $6,447+14.3% | $5,638+30.7% | $6,401+15.2% |
| Admin fee / account holder | $6 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |