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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 | $467,215 | $167,533+178.9% | $151,645+208.1% | $134,545+247.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.91% | 7.81%-24.7pp | 3.34%-20.2pp | 418.37%-435.3pp |
| Employer contribution / active EE | $22,100 | $6,828+223.6% | $6,165+258.5% | $4,742+366.1% |
| Participant deferral / active EE | $18,654 | $8,985+107.6% | $8,363+123.1% | $6,401+191.4% |
| Admin fee / account holder | $20 | $13,781-99.9% | $11,614-99.8% | $11,431-99.8% |