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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 | $443,619 | $167,522+164.8% | $151,639+192.5% | $134,532+229.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -1.49% | 7.81%-9.3pp | 3.34%-4.8pp | 418.27%-419.8pp |
| Employer contribution / active EE | $4,080 | $6,828-40.2% | $6,165-33.8% | $4,741-13.9% |
| Participant deferral / active EE | $12,840 | $8,986+42.9% | $8,363+53.5% | $6,401+100.6% |
| Admin fee / account holder | $164 | $13,780-98.8% | $11,613-98.6% | $11,429-98.6% |