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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 | $620,559 | $167,522+270.4% | $151,639+309.2% | $134,532+361.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.86% | 7.81%-28.7pp | 3.34%-24.2pp | 418.27%-439.1pp |
| Employer contribution / active EE | $7,087 | $6,828+3.8% | $6,165+15.0% | $4,741+49.5% |
| Participant deferral / active EE | $18,645 | $8,986+107.5% | $8,363+122.9% | $6,401+191.3% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |