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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 | $334,225 | $167,522+99.5% | $151,639+120.4% | $134,532+148.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.98% | 7.81%-21.8pp | 3.34%-17.3pp | 418.27%-432.2pp |
| Employer contribution / active EE | $9,900 | $6,828+45.0% | $6,165+60.6% | $4,741+108.8% |
| Participant deferral / active EE | $8,118 | $8,986-9.7% | $8,363-2.9% | $6,401+26.8% |
| Admin fee / account holder | $33 | $13,780-99.8% | $11,613-99.7% | $11,429-99.7% |