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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 | $290,961 | $167,522+73.7% | $151,639+91.9% | $134,532+116.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.19% | 7.81%-28.0pp | 3.34%-23.5pp | 418.27%-438.5pp |
| Employer contribution / active EE | $8,167 | $6,828+19.6% | $6,165+32.5% | $4,741+72.3% |
| Participant deferral / active EE | $15,688 | $8,986+74.6% | $8,363+87.6% | $6,401+145.1% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |