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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 | $272,740 | $167,533+62.8% | $151,645+79.9% | $134,545+102.7% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -15.99% | 7.81%-23.8pp | 3.34%-19.3pp | 418.37%-434.4pp |
| Employer contribution / active EE | $5,588 | $6,828-18.2% | $6,165-9.4% | $4,742+17.9% |
| Participant deferral / active EE | $13,800 | $8,985+53.6% | $8,363+65.0% | $6,401+115.6% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |