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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 | $1,012,479 | $100,805+904.4% | $86,698+1067.8% | $134,532+652.6% |
| Participation rate | 85.7% | 79.0%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -10.64% | 29.09%-39.7pp | 35.95%-46.6pp | 418.27%-428.9pp |
| Employer contribution / active EE | $42,071 | $3,490+1105.5% | $2,837+1383.1% | $4,741+787.4% |
| Participant deferral / active EE | $2,679 | $5,339-49.8% | $4,656-42.5% | $6,401-58.2% |
| Admin fee / account holder | $32 | $10,925-99.7% | $7,493-99.6% | $11,429-99.7% |