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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 | $167,352+231.0% | $143,788+285.2% | $134,509+311.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.96% | 0.47%-20.4pp | -0.03%-19.9pp | 418.13%-438.1pp |
| Employer contribution / active EE | $41,862 | $5,620+644.9% | $4,952+745.4% | $4,741+783.1% |
| Participant deferral / active EE | $27,180 | $6,447+321.6% | $5,638+382.1% | $6,400+324.7% |
| Admin fee / account holder | $203 | $18,091-98.9% | $14,675-98.6% | $11,427-98.2% |