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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 | $381,551 | $167,533+127.7% | $151,645+151.6% | $134,545+183.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.37% | 7.81%-22.2pp | 3.34%-17.7pp | 418.37%-432.7pp |
| Employer contribution / active EE | $10,110 | $6,828+48.1% | $6,165+64.0% | $4,742+113.2% |
| Participant deferral / active EE | $14,191 | $8,985+57.9% | $8,363+69.7% | $6,401+121.7% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |