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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 | $790,814 | $97,020+715.1% | $83,322+849.1% | $135,379+484.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.50% | 12.31%-18.8pp | 10.64%-17.1pp | 519.79%-526.3pp |
| Employer contribution / active EE | $36,500 | $4,144+780.9% | $3,379+980.3% | $4,779+663.8% |
| Participant deferral / active EE | $24,500 | $5,964+310.8% | $5,565+340.3% | $5,609+336.8% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |