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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 | $294,175 | $140,592+109.2% | $123,105+139.0% | $125,389+134.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.03% | 16.80%-19.8pp | 13.22%-16.2pp | 282.24%-285.3pp |
| Employer contribution / active EE | $22,030 | $6,041+264.7% | $5,151+327.7% | $4,866+352.7% |
| Participant deferral / active EE | $12,019 | $6,980+72.2% | $6,229+92.9% | $5,352+124.6% |
| Admin fee / account holder | $43 | $11,198-99.6% | $9,014-99.5% | $9,541-99.5% |