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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 | $335,350 | $167,522+100.2% | $151,639+121.2% | $134,532+149.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.96% | 7.81%-25.8pp | 3.34%-21.3pp | 418.27%-436.2pp |
| Employer contribution / active EE | $15,513 | $6,828+127.2% | $6,165+151.6% | $4,741+227.2% |
| Participant deferral / active EE | $10,667 | $8,986+18.7% | $8,363+27.5% | $6,401+66.6% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |