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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 | $292,050 | $167,323+74.5% | $143,770+103.1% | $134,493+117.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.88% | 0.47%-17.4pp | -0.04%-16.8pp | 418.01%-434.9pp |
| Employer contribution / active EE | $8,430 | $5,619+50.0% | $4,951+70.3% | $4,740+77.9% |
| Participant deferral / active EE | $6,830 | $6,446+5.9% | $5,638+21.1% | $6,400+6.7% |
| Admin fee / account holder | $24 | $18,088-99.9% | $14,673-99.8% | $11,425-99.8% |