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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 | $553,899 | $167,353+231.0% | $143,797+285.2% | $134,545+311.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.96% | 0.48%-20.4pp | -0.04%-19.9pp | 418.37%-438.3pp |
| Employer contribution / active EE | $41,862 | $5,620+644.8% | $4,952+745.3% | $4,742+782.9% |
| Participant deferral / active EE | $27,180 | $6,447+321.6% | $5,638+382.1% | $6,401+324.6% |
| Admin fee / account holder | $203 | $18,096-98.9% | $14,679-98.6% | $11,431-98.2% |