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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 | $272,347 | $167,352+62.7% | $143,788+89.4% | $134,509+102.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.71% | 0.47%-14.2pp | -0.03%-13.7pp | 418.13%-431.8pp |
| Employer contribution / active EE | $12,515 | $5,620+122.7% | $4,952+152.7% | $4,741+164.0% |
| Participant deferral / active EE | $10,032 | $6,447+55.6% | $5,638+77.9% | $6,400+56.7% |
| Admin fee / account holder | $113 | $18,091-99.4% | $14,675-99.2% | $11,427-99.0% |