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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 | $334,003 | $167,362+99.6% | $143,799+132.3% | $134,532+148.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.97% | 0.47%-9.4pp | -0.04%-8.9pp | 418.27%-427.2pp |
| Employer contribution / active EE | $15,724 | $5,620+179.8% | $4,952+217.5% | $4,741+231.6% |
| Participant deferral / active EE | $11,352 | $6,447+76.1% | $5,638+101.3% | $6,401+77.4% |
| Admin fee / account holder | $188 | $18,094-99.0% | $14,677-98.7% | $11,429-98.4% |