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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 | $418,516 | $167,352+150.1% | $143,788+191.1% | $134,509+211.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -14.87% | 0.47%-15.3pp | -0.03%-14.8pp | 418.13%-433.0pp |
| Employer contribution / active EE | $6,569 | $5,620+16.9% | $4,952+32.7% | $4,741+38.6% |
| Participant deferral / active EE | $7,666 | $6,447+18.9% | $5,638+36.0% | $6,400+19.8% |
| Admin fee / account holder | $102 | $18,091-99.4% | $14,675-99.3% | $11,427-99.1% |