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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 | $541,976 | $167,522+223.5% | $151,639+257.4% | $134,532+302.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.69% | 7.81%-28.5pp | 3.34%-24.0pp | 418.27%-439.0pp |
| Employer contribution / active EE | $13,067 | $6,828+91.4% | $6,165+111.9% | $4,741+175.6% |
| Participant deferral / active EE | $12,529 | $8,986+39.4% | $8,363+49.8% | $6,401+95.7% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |