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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 | $300,307 | $167,533+79.3% | $151,645+98.0% | $134,545+123.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.76% | 7.81%-24.6pp | 3.34%-20.1pp | 418.37%-435.1pp |
| Employer contribution / active EE | $19,020 | $6,828+178.6% | $6,165+208.5% | $4,742+301.1% |
| Participant deferral / active EE | $11,908 | $8,985+32.5% | $8,363+42.4% | $6,401+86.0% |
| Admin fee / account holder | $40 | $13,781-99.7% | $11,614-99.7% | $11,431-99.7% |