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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 | $521,120 | $167,533+211.1% | $151,645+243.6% | $134,545+287.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.52% | 7.81%-23.3pp | 3.34%-18.9pp | 418.37%-433.9pp |
| Employer contribution / active EE | $18,376 | $6,828+169.1% | $6,165+198.1% | $4,742+287.6% |
| Participant deferral / active EE | $12,362 | $8,985+37.6% | $8,363+47.8% | $6,401+93.1% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |