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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 | $261,015 | $167,323+56.0% | $143,770+81.6% | $134,493+94.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.05% | 0.47%-19.5pp | -0.04%-19.0pp | 418.01%-437.1pp |
| Employer contribution / active EE | $6,714 | $5,619+19.5% | $4,951+35.6% | $4,740+41.6% |
| Participant deferral / active EE | $21,883 | $6,446+239.5% | $5,638+288.2% | $6,400+241.9% |
| Admin fee / account holder | $115 | $18,088-99.4% | $14,673-99.2% | $11,425-99.0% |