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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 | $296,907 | $167,522+77.2% | $151,639+95.8% | $134,532+120.7% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -15.80% | 7.81%-23.6pp | 3.34%-19.1pp | 418.27%-434.1pp |
| Employer contribution / active EE | $5,939 | $6,828-13.0% | $6,165-3.7% | $4,741+25.3% |
| Participant deferral / active EE | $14,270 | $8,986+58.8% | $8,363+70.6% | $6,401+122.9% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |