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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 | $325,729 | $167,362+94.6% | $143,799+126.5% | $134,532+142.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.43% | 0.47%-17.9pp | -0.04%-17.4pp | 418.27%-435.7pp |
| Employer contribution / active EE | $3,225 | $5,620-42.6% | $4,952-34.9% | $4,741-32.0% |
| Participant deferral / active EE | $6,091 | $6,447-5.5% | $5,638+8.0% | $6,401-4.8% |
| Admin fee / account holder | $257 | $18,094-98.6% | $14,677-98.2% | $11,429-97.7% |