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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 | $330,040 | $167,522+97.0% | $151,639+117.6% | $134,532+145.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.17% | 7.81%-28.0pp | 3.34%-23.5pp | 418.27%-438.4pp |
| Employer contribution / active EE | $20,364 | $6,828+198.2% | $6,165+230.3% | $4,741+329.5% |
| Participant deferral / active EE | $16,000 | $8,986+78.1% | $8,363+91.3% | $6,401+150.0% |
| Admin fee / account holder | $270 | $13,780-98.0% | $11,613-97.7% | $11,429-97.6% |