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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 | $389,112 | $167,533+132.3% | $151,645+156.6% | $134,545+189.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.21% | 7.81%-24.0pp | 3.34%-19.5pp | 418.37%-434.6pp |
| Employer contribution / active EE | $3,300 | $6,828-51.7% | $6,165-46.5% | $4,742-30.4% |
| Participant deferral / active EE | $23,750 | $8,985+164.3% | $8,363+184.0% | $6,401+271.0% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |