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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 | $782,167 | $167,362+367.3% | $143,799+443.9% | $134,532+481.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -16.96% | 0.47%-17.4pp | -0.04%-16.9pp | 418.27%-435.2pp |
| Employer contribution / active EE | $2,136 | $5,620-62.0% | $4,952-56.9% | $4,741-54.9% |
| Participant deferral / active EE | $13,500 | $6,447+109.4% | $5,638+139.4% | $6,401+110.9% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |