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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 | $373,422 | $167,362+123.1% | $143,799+159.7% | $134,532+177.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.24% | 0.47%-17.7pp | -0.04%-17.2pp | 418.27%-435.5pp |
| Employer contribution / active EE | $9,926 | $5,620+76.6% | $4,952+100.4% | $4,741+109.4% |
| Participant deferral / active EE | $10,043 | $6,447+55.8% | $5,638+78.1% | $6,401+56.9% |
| Admin fee / account holder | $260 | $18,094-98.6% | $14,677-98.2% | $11,429-97.7% |