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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 | $339,528 | $167,533+102.7% | $151,645+123.9% | $134,545+152.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.03% | 7.81%-23.8pp | 3.34%-19.4pp | 418.37%-434.4pp |
| Employer contribution / active EE | $13,799 | $6,828+102.1% | $6,165+123.8% | $4,742+191.0% |
| Participant deferral / active EE | $19,506 | $8,985+117.1% | $8,363+133.2% | $6,401+204.7% |
| Admin fee / account holder | $170 | $13,781-98.8% | $11,614-98.5% | $11,431-98.5% |