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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 | $355,388 | $167,533+112.1% | $151,645+134.4% | $134,545+164.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.94% | 7.81%-18.8pp | 3.34%-14.3pp | 418.37%-429.3pp |
| Employer contribution / active EE | $24,371 | $6,828+256.9% | $6,165+295.3% | $4,742+414.0% |
| Participant deferral / active EE | $12,438 | $8,985+38.4% | $8,363+48.7% | $6,401+94.3% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |