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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 | $255,748 | $167,352+52.8% | $143,788+77.9% | $134,509+90.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.27% | 0.47%-14.7pp | -0.03%-14.2pp | 418.13%-432.4pp |
| Employer contribution / active EE | $7,143 | $5,620+27.1% | $4,952+44.3% | $4,741+50.7% |
| Participant deferral / active EE | $3,978 | $6,447-38.3% | $5,638-29.4% | $6,400-37.8% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |