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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 | $265,883 | $134,001+98.4% | $112,258+136.9% | $134,509+97.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.54% | 47.15%-61.7pp | 27.47%-42.0pp | 418.13%-432.7pp |
| Employer contribution / active EE | $1,880 | $4,039-53.5% | $3,636-48.3% | $4,741-60.3% |
| Participant deferral / active EE | $4,810 | $5,291-9.1% | $4,728+1.7% | $6,400-24.8% |
| Admin fee / account holder | $174 | $7,491-97.7% | $6,411-97.3% | $11,427-98.5% |