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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 | $276,903 | $167,353+65.5% | $143,797+92.6% | $134,545+105.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.04% | 0.48%-16.5pp | -0.04%-16.0pp | 418.37%-434.4pp |
| Employer contribution / active EE | $11,250 | $5,620+100.2% | $4,952+127.2% | $4,742+137.3% |
| Participant deferral / active EE | $6,992 | $6,447+8.5% | $5,638+24.0% | $6,401+9.2% |
| Admin fee / account holder | $203 | $18,096-98.9% | $14,679-98.6% | $11,431-98.2% |