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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 | $597,392 | $167,353+257.0% | $143,797+315.4% | $134,545+344.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.35% | 0.48%-14.8pp | -0.04%-14.3pp | 418.37%-432.7pp |
| Employer contribution / active EE | $9,039 | $5,620+60.8% | $4,952+82.5% | $4,742+90.6% |
| Participant deferral / active EE | $11,447 | $6,447+77.6% | $5,638+103.0% | $6,401+78.8% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |