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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 | $311,175 | $167,533+85.7% | $151,645+105.2% | $134,545+131.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.69% | 7.81%-26.5pp | 3.34%-22.0pp | 418.37%-437.1pp |
| Employer contribution / active EE | $16,714 | $6,828+144.8% | $6,165+171.1% | $4,742+252.5% |
| Participant deferral / active EE | $9,518 | $8,985+5.9% | $8,363+13.8% | $6,401+48.7% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |