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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 | $3,458,147 | $167,353+1966.4% | $143,797+2304.9% | $134,545+2470.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.65% | 0.48%-14.1pp | -0.04%-13.6pp | 418.37%-432.0pp |
| Employer contribution / active EE | $30,931 | $5,620+450.3% | $4,952+524.6% | $4,742+552.3% |
| Participant deferral / active EE | $20,250 | $6,447+214.1% | $5,638+259.1% | $6,401+216.3% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |