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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 | $450,211 | $167,362+169.0% | $143,799+213.1% | $134,532+234.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.04% | 0.47%-20.5pp | -0.04%-20.0pp | 418.27%-438.3pp |
| Employer contribution / active EE | $9,254 | $5,620+64.6% | $4,952+86.9% | $4,741+95.2% |
| Participant deferral / active EE | $6,750 | $6,447+4.7% | $5,638+19.7% | $6,401+5.5% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |