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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 | $257,814 | $211,946+21.6% | $169,452+52.1% | $135,379+90.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.62% | 3.26%-8.9pp | 1.83%-7.4pp | 519.79%-525.4pp |
| Employer contribution / active EE | $16,530 | $5,117+223.0% | $4,157+297.6% | $4,779+245.9% |
| Participant deferral / active EE | $14,858 | $6,075+144.6% | $5,277+181.6% | $5,609+164.9% |
| Admin fee / account holder | -$218 | $11,472-101.9% | $9,110-102.4% | $10,828-102.0% |