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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 | $258,672 | $167,522+54.4% | $151,639+70.6% | $134,532+92.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.00% | 7.81%-28.8pp | 3.34%-24.3pp | 418.27%-439.3pp |
| Employer contribution / active EE | $12,157 | $6,828+78.0% | $6,165+97.2% | $4,741+156.4% |
| Participant deferral / active EE | $13,020 | $8,986+44.9% | $8,363+55.7% | $6,401+103.4% |
| Admin fee / account holder | $60 | $13,780-99.6% | $11,613-99.5% | $11,429-99.5% |