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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 | $379,668 | $167,362+126.9% | $143,799+164.0% | $134,532+182.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.16% | 0.47%-13.6pp | -0.04%-13.1pp | 418.27%-431.4pp |
| Employer contribution / active EE | $8,550 | $5,620+52.1% | $4,952+72.7% | $4,741+80.3% |
| Participant deferral / active EE | $3,611 | $6,447-44.0% | $5,638-36.0% | $6,401-43.6% |
| Admin fee / account holder | $287 | $18,094-98.4% | $14,677-98.0% | $11,429-97.5% |