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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 | $662,246 | $167,353+295.7% | $143,797+360.5% | $134,545+392.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -13.39% | 0.48%-13.9pp | -0.04%-13.3pp | 418.37%-431.8pp |
| Employer contribution / active EE | $28,875 | $5,620+413.7% | $4,952+483.1% | $4,742+509.0% |
| Participant deferral / active EE | $17,000 | $6,447+163.7% | $5,638+201.5% | $6,401+165.6% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |