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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 | $450,935 | $167,533+169.2% | $151,645+197.4% | $134,545+235.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.04% | 7.81%-28.9pp | 3.34%-24.4pp | 418.37%-439.4pp |
| Employer contribution / active EE | $10,069 | $6,828+47.5% | $6,165+63.3% | $4,742+112.3% |
| Participant deferral / active EE | $9,000 | $8,985+0.2% | $8,363+7.6% | $6,401+40.6% |
| Admin fee / account holder | $264 | $13,781-98.1% | $11,614-97.7% | $11,431-97.7% |