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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 | $302,359 | $167,362+80.7% | $143,799+110.3% | $134,532+124.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.62% | 0.47%-16.1pp | -0.04%-15.6pp | 418.27%-433.9pp |
| Employer contribution / active EE | $9,802 | $5,620+74.4% | $4,952+97.9% | $4,741+106.7% |
| Participant deferral / active EE | $11,108 | $6,447+72.3% | $5,638+97.0% | $6,401+73.5% |
| Admin fee / account holder | $251 | $18,094-98.6% | $14,677-98.3% | $11,429-97.8% |