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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 | $250,502 | $167,362+49.7% | $143,799+74.2% | $134,532+86.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.42% | 0.47%-16.9pp | -0.04%-16.4pp | 418.27%-434.7pp |
| Employer contribution / active EE | $4,992 | $5,620-11.2% | $4,952+0.8% | $4,741+5.3% |
| Participant deferral / active EE | $24,055 | $6,447+273.1% | $5,638+326.6% | $6,401+275.8% |
| Admin fee / account holder | $198 | $18,094-98.9% | $14,677-98.7% | $11,429-98.3% |