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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 | $349,367 | $167,522+108.5% | $151,639+130.4% | $134,532+159.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.32% | 7.81%-23.1pp | 3.34%-18.7pp | 418.27%-433.6pp |
| Employer contribution / active EE | $18,395 | $6,828+169.4% | $6,165+198.4% | $4,741+288.0% |
| Participant deferral / active EE | $15,894 | $8,986+76.9% | $8,363+90.0% | $6,401+148.3% |
| Admin fee / account holder | $5 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |