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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 | $282,704 | $167,362+68.9% | $143,799+96.6% | $134,532+110.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.09% | 0.47%-18.6pp | -0.04%-18.0pp | 418.27%-436.4pp |
| Employer contribution / active EE | $20,976 | $5,620+273.2% | $4,952+323.6% | $4,741+342.4% |
| Participant deferral / active EE | $10,770 | $6,447+67.0% | $5,638+91.0% | $6,401+68.3% |
| Admin fee / account holder | $4 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |