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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 | $572,576 | $167,533+241.8% | $151,645+277.6% | $134,545+325.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.25% | 7.81%-26.1pp | 3.34%-21.6pp | 418.37%-436.6pp |
| Employer contribution / active EE | $15,489 | $6,828+126.8% | $6,165+151.2% | $4,742+226.7% |
| Participant deferral / active EE | $9,037 | $8,985+0.6% | $8,363+8.1% | $6,401+41.2% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |