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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 | $315,864 | $167,504+88.6% | $151,628+108.3% | $134,509+134.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.01% | 7.81%-23.8pp | 3.34%-19.3pp | 418.13%-434.1pp |
| Employer contribution / active EE | $28,517 | $6,828+317.7% | $6,165+362.6% | $4,741+501.6% |
| Participant deferral / active EE | $20,600 | $8,985+129.3% | $8,363+146.3% | $6,400+221.9% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |