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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 | $284,722 | $167,362+70.1% | $143,799+98.0% | $134,532+111.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.75% | 0.47%-19.2pp | -0.04%-18.7pp | 418.27%-437.0pp |
| Employer contribution / active EE | $11,544 | $5,620+105.4% | $4,952+133.1% | $4,741+143.5% |
| Participant deferral / active EE | $9,381 | $6,447+45.5% | $5,638+66.4% | $6,401+46.5% |
| Admin fee / account holder | $20 | $18,094-99.9% | $14,677-99.9% | $11,429-99.8% |