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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 | $335,603 | $167,522+100.3% | $151,639+121.3% | $134,532+149.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.06% | 7.81%-28.9pp | 3.34%-24.4pp | 418.27%-439.3pp |
| Employer contribution / active EE | $15,996 | $6,828+134.3% | $6,165+159.5% | $4,741+237.4% |
| Participant deferral / active EE | $12,389 | $8,986+37.9% | $8,363+48.1% | $6,401+93.6% |
| Admin fee / account holder | $96 | $13,780-99.3% | $11,613-99.2% | $11,429-99.2% |