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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 | $537,714 | $167,533+221.0% | $151,645+254.6% | $134,545+299.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.05% | 7.81%-28.9pp | 3.34%-24.4pp | 418.37%-439.4pp |
| Employer contribution / active EE | $8,666 | $6,828+26.9% | $6,165+40.6% | $4,742+82.8% |
| Participant deferral / active EE | $16,697 | $8,985+85.8% | $8,363+99.7% | $6,401+160.8% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |