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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 | $1,017,951 | $149,333+581.7% | $106,387+856.8% | $135,380+651.9% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | -4.41% | 0.52%-4.9pp | 0.25%-4.7pp | 519.81%-524.2pp |
| Employer contribution / active EE | $2,650 | $4,984-46.8% | $3,520-24.7% | $4,779-44.5% |
| Participant deferral / active EE | $28,875 | $7,230+299.4% | $5,421+432.6% | $5,609+414.8% |
| Admin fee / account holder | $0 | $15,952-100.0% | $7,510-100.0% | $10,828-100.0% |