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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 | $391,838 | $127,386+207.6% | $115,037+240.6% | $125,388+212.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.94% | 31.28%-33.2pp | 26.14%-28.1pp | 282.24%-284.2pp |
| Employer contribution / active EE | $6,429 | $5,166+24.4% | $4,608+39.5% | $4,866+32.1% |
| Participant deferral / active EE | $13,061 | $6,423+103.4% | $6,026+116.7% | $5,352+144.1% |
| Admin fee / account holder | $17 | $9,516-99.8% | $8,175-99.8% | $9,541-99.8% |