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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 | $402,237 | $167,533+140.1% | $151,645+165.2% | $134,545+199.0% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -10.66% | 7.81%-18.5pp | 3.34%-14.0pp | 418.37%-429.0pp |
| Employer contribution / active EE | $26,603 | $6,828+289.6% | $6,165+331.5% | $4,742+461.1% |
| Participant deferral / active EE | $19,282 | $8,985+114.6% | $8,363+130.6% | $6,401+201.2% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |