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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 | $329,299 | $167,522+96.6% | $151,639+117.2% | $134,532+144.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.11% | 7.81%-21.9pp | 3.34%-17.4pp | 418.27%-432.4pp |
| Employer contribution / active EE | $17,902 | $6,828+162.2% | $6,165+190.4% | $4,741+277.6% |
| Participant deferral / active EE | $14,542 | $8,986+61.8% | $8,363+73.9% | $6,401+127.2% |
| Admin fee / account holder | $3 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |