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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 | $804,566 | $142,409+465.0% | $119,634+572.5% | $134,545+498.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -0.93% | -12.46%+11.5pp | -14.98%+14.1pp | 418.37%-419.3pp |
| Employer contribution / active EE | $15,064 | $5,224+188.4% | $4,232+255.9% | $4,742+217.7% |
| Participant deferral / active EE | $9,000 | $6,468+39.1% | $5,601+60.7% | $6,401+40.6% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |