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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 | $261,829 | $167,362+56.4% | $143,799+82.1% | $134,532+94.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.23% | 0.47%-18.7pp | -0.04%-18.2pp | 418.27%-436.5pp |
| Employer contribution / active EE | $17,257 | $5,620+207.0% | $4,952+248.5% | $4,741+264.0% |
| Participant deferral / active EE | $6,800 | $6,447+5.5% | $5,638+20.6% | $6,401+6.2% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |