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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 | $512,035 | $167,533+205.6% | $151,645+237.7% | $134,545+280.6% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -20.51% | 7.81%-28.3pp | 3.34%-23.8pp | 418.37%-438.9pp |
| Employer contribution / active EE | $12,795 | $6,828+87.4% | $6,165+107.5% | $4,742+169.8% |
| Participant deferral / active EE | $10,200 | $8,985+13.5% | $8,363+22.0% | $6,401+59.3% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |