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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 | $444,327 | $167,522+165.2% | $151,639+193.0% | $134,532+230.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.05% | 7.81%-25.9pp | 3.34%-21.4pp | 418.27%-436.3pp |
| Employer contribution / active EE | $40,450 | $6,828+492.4% | $6,165+556.1% | $4,741+753.2% |
| Participant deferral / active EE | $23,100 | $8,986+157.1% | $8,363+176.2% | $6,401+260.9% |
| Admin fee / account holder | $9 | $13,780-99.9% | $11,613-99.9% | $11,429-99.9% |