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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 | $318,276 | $100,811+215.7% | $86,698+267.1% | $134,545+136.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.47% | 29.11%-41.6pp | 35.96%-48.4pp | 418.37%-430.8pp |
| Employer contribution / active EE | $14,961 | $3,490+328.7% | $2,837+427.4% | $4,742+215.5% |
| Participant deferral / active EE | $8,331 | $5,339+56.0% | $4,656+78.9% | $6,401+30.1% |
| Admin fee / account holder | $281 | $10,926-97.4% | $7,492-96.2% | $11,431-97.5% |