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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 | $777,703 | $167,353+364.7% | $143,797+440.8% | $134,545+478.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.96% | 0.48%-5.4pp | -0.04%-4.9pp | 418.37%-423.3pp |
| Employer contribution / active EE | $24,917 | $5,620+343.3% | $4,952+403.1% | $4,742+425.5% |
| Participant deferral / active EE | $18,383 | $6,447+185.1% | $5,638+226.0% | $6,401+187.2% |
| Admin fee / account holder | $12 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |