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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 | $2,004,972 | $167,353+1098.0% | $143,797+1294.3% | $134,545+1390.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.19% | 0.48%-15.7pp | -0.04%-15.2pp | 418.37%-433.6pp |
| Employer contribution / active EE | $6,804 | $5,620+21.0% | $4,952+37.4% | $4,742+43.5% |
| Participant deferral / active EE | $28,600 | $6,447+343.6% | $5,638+407.2% | $6,401+346.8% |
| Admin fee / account holder | $56 | $18,096-99.7% | $14,679-99.6% | $11,431-99.5% |