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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 | $334,874 | $167,522+99.9% | $151,639+120.8% | $134,532+148.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.91% | 7.81%-23.7pp | 3.34%-19.3pp | 418.27%-434.2pp |
| Employer contribution / active EE | $6,683 | $6,828-2.1% | $6,165+8.4% | $4,741+40.9% |
| Participant deferral / active EE | $10,250 | $8,986+14.1% | $8,363+22.6% | $6,401+60.1% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |