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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 | $315,330 | $127,387+147.5% | $115,038+174.1% | $125,389+151.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.11% | 31.28%-32.4pp | 26.14%-27.2pp | 282.24%-283.3pp |
| Employer contribution / active EE | $15,516 | $5,166+200.3% | $4,608+236.7% | $4,866+218.9% |
| Participant deferral / active EE | $14,955 | $6,423+132.8% | $6,026+148.2% | $5,352+179.4% |
| Admin fee / account holder | $118 | $9,516-98.8% | $8,175-98.6% | $9,541-98.8% |