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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 | $254,487 | $167,522+51.9% | $151,639+67.8% | $134,532+89.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.91% | 7.81%-20.7pp | 3.34%-16.2pp | 418.27%-431.2pp |
| Employer contribution / active EE | $14,261 | $6,828+108.9% | $6,165+131.3% | $4,741+200.8% |
| Participant deferral / active EE | $4,875 | $8,986-45.7% | $8,363-41.7% | $6,401-23.8% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |