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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 | $1,581,002 | $167,362+844.7% | $143,799+999.5% | $134,532+1075.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.07% | 0.47%-10.5pp | -0.04%-10.0pp | 418.27%-428.3pp |
| Employer contribution / active EE | $61,000 | $5,620+985.3% | $4,952+1131.8% | $4,741+1186.6% |
| Participant deferral / active EE | $6,500 | $6,447+0.8% | $5,638+15.3% | $6,401+1.5% |
| Admin fee / account holder | $111 | $18,094-99.4% | $14,677-99.2% | $11,429-99.0% |