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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 | $335,564 | $167,353+100.5% | $143,797+133.4% | $134,545+149.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.32% | 0.48%-19.8pp | -0.04%-19.3pp | 418.37%-437.7pp |
| Employer contribution / active EE | $6,646 | $5,620+18.2% | $4,952+34.2% | $4,742+40.2% |
| Participant deferral / active EE | $7,115 | $6,447+10.4% | $5,638+26.2% | $6,401+11.1% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |