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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 | $481,217 | $167,352+187.5% | $143,788+234.7% | $134,509+257.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.81% | 0.47%-20.3pp | -0.03%-19.8pp | 418.13%-437.9pp |
| Employer contribution / active EE | $11,791 | $5,620+109.8% | $4,952+138.1% | $4,741+148.7% |
| Participant deferral / active EE | $9,088 | $6,447+41.0% | $5,638+61.2% | $6,400+42.0% |
| Admin fee / account holder | $50 | $18,091-99.7% | $14,675-99.7% | $11,427-99.6% |