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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 | $250,533 | $167,353+49.7% | $143,797+74.2% | $134,545+86.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.88% | 0.48%-17.4pp | -0.04%-16.8pp | 418.37%-435.2pp |
| Employer contribution / active EE | $5,777 | $5,620+2.8% | $4,952+16.6% | $4,742+21.8% |
| Participant deferral / active EE | $7,874 | $6,447+22.1% | $5,638+39.7% | $6,401+23.0% |
| Admin fee / account holder | $82 | $18,096-99.5% | $14,679-99.4% | $11,431-99.3% |