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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 | $257,412 | $167,362+53.8% | $143,799+79.0% | $134,532+91.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.19% | 0.47%-14.7pp | -0.04%-14.1pp | 418.27%-432.5pp |
| Employer contribution / active EE | $4,524 | $5,620-19.5% | $4,952-8.7% | $4,741-4.6% |
| Participant deferral / active EE | $13,500 | $6,447+109.4% | $5,638+139.4% | $6,401+110.9% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |