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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 | $815,588 | $167,504+386.9% | $151,628+437.9% | $134,509+506.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.33% | 7.81%-24.1pp | 3.34%-19.7pp | 418.13%-434.5pp |
| Employer contribution / active EE | $9,761 | $6,828+43.0% | $6,165+58.3% | $4,741+105.9% |
| Participant deferral / active EE | $18,162 | $8,985+102.1% | $8,363+117.2% | $6,400+183.8% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |