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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 | $386,201 | $167,362+130.8% | $143,799+168.6% | $134,532+187.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.83% | 0.47%-15.3pp | -0.04%-14.8pp | 418.27%-433.1pp |
| Employer contribution / active EE | $2,635 | $5,620-53.1% | $4,952-46.8% | $4,741-44.4% |
| Participant deferral / active EE | $20,552 | $6,447+218.8% | $5,638+264.5% | $6,401+221.1% |
| Admin fee / account holder | $17 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |