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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 | $348,002 | $167,522+107.7% | $151,639+129.5% | $134,532+158.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.90% | 7.81%-23.7pp | 3.34%-19.2pp | 418.27%-434.2pp |
| Employer contribution / active EE | $12,425 | $6,828+82.0% | $6,165+101.5% | $4,741+162.1% |
| Participant deferral / active EE | $21,462 | $8,986+138.8% | $8,363+156.6% | $6,401+235.3% |
| Admin fee / account holder | $297 | $13,780-97.8% | $11,613-97.4% | $11,429-97.4% |