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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 | $254,877 | $167,533+52.1% | $151,645+68.1% | $134,545+89.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.99% | 7.81%-25.8pp | 3.34%-21.3pp | 418.37%-436.4pp |
| Employer contribution / active EE | $4,504 | $6,828-34.0% | $6,165-27.0% | $4,742-5.0% |
| Participant deferral / active EE | $10,466 | $8,985+16.5% | $8,363+25.2% | $6,401+63.5% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |