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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 | $375,326 | $167,533+124.0% | $151,645+147.5% | $134,545+179.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.40% | 7.81%-18.2pp | 3.34%-13.7pp | 418.37%-428.8pp |
| Employer contribution / active EE | $31,000 | $6,828+354.0% | $6,165+402.8% | $4,742+553.8% |
| Participant deferral / active EE | $22,620 | $8,985+151.8% | $8,363+170.5% | $6,401+253.4% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |