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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 | $300,273 | $167,353+79.4% | $143,797+108.8% | $134,545+123.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.14% | 0.48%-18.6pp | -0.04%-18.1pp | 418.37%-436.5pp |
| Employer contribution / active EE | $19,114 | $5,620+240.1% | $4,952+286.0% | $4,742+303.1% |
| Participant deferral / active EE | $18,633 | $6,447+189.0% | $5,638+230.5% | $6,401+191.1% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |