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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 | $434,734 | $167,504+159.5% | $151,628+186.7% | $134,509+223.2% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -19.05% | 7.81%-26.9pp | 3.34%-22.4pp | 418.13%-437.2pp |
| Employer contribution / active EE | $8,338 | $6,828+22.1% | $6,165+35.2% | $4,741+75.9% |
| Participant deferral / active EE | $15,021 | $8,985+67.2% | $8,363+79.6% | $6,400+134.7% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |