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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 | $276,838 | $167,362+65.4% | $143,799+92.5% | $134,532+105.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.98% | 0.47%-18.5pp | -0.04%-17.9pp | 418.27%-436.2pp |
| Employer contribution / active EE | $5,544 | $5,620-1.4% | $4,952+12.0% | $4,741+16.9% |
| Participant deferral / active EE | $7,388 | $6,447+14.6% | $5,638+31.0% | $6,401+15.4% |
| Admin fee / account holder | $8 | $18,094-100.0% | $14,677-99.9% | $11,429-99.9% |