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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 | $306,023 | $167,522+82.7% | $151,639+101.8% | $134,532+127.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.81% | 7.81%-26.6pp | 3.34%-22.2pp | 418.27%-437.1pp |
| Employer contribution / active EE | $4,773 | $6,828-30.1% | $6,165-22.6% | $4,741+0.7% |
| Participant deferral / active EE | $13,596 | $8,986+51.3% | $8,363+62.6% | $6,401+112.4% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |