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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 | $436,424 | $167,522+160.5% | $151,639+187.8% | $134,532+224.4% |
| Participation rate | 94.1% | 88.4%+5.7pp | 87.5%+6.6pp | 81.2%+12.9pp |
| Annual return | -14.63% | 7.81%-22.4pp | 3.34%-18.0pp | 418.27%-432.9pp |
| Employer contribution / active EE | $34,203 | $6,828+400.9% | $6,165+454.8% | $4,741+621.4% |
| Participant deferral / active EE | $21,218 | $8,986+136.1% | $8,363+153.7% | $6,401+231.5% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |