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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 | $342,642 | $167,504+104.6% | $151,628+126.0% | $134,509+154.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.96% | 7.81%-24.8pp | 3.34%-20.3pp | 418.13%-435.1pp |
| Employer contribution / active EE | $9,000 | $6,828+31.8% | $6,165+46.0% | $4,741+89.9% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |