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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 | $462,309 | $167,353+176.2% | $143,797+221.5% | $134,545+243.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.72% | 0.48%-15.2pp | -0.04%-14.7pp | 418.37%-433.1pp |
| Employer contribution / active EE | $5,552 | $5,620-1.2% | $4,952+12.1% | $4,742+17.1% |
| Participant deferral / active EE | $7,909 | $6,447+22.7% | $5,638+40.3% | $6,401+23.5% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |