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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 | $1,550,231 | $97,020+1497.9% | $83,327+1760.4% | $135,380+1045.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.82% | 12.31%-16.1pp | 10.64%-14.5pp | 519.81%-523.6pp |
| Employer contribution / active EE | $55,000 | $4,144+1227.4% | $3,379+1527.8% | $4,779+1050.9% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |