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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 | $293,414 | $167,353+75.3% | $143,797+104.0% | $134,545+118.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.97% | 0.48%-18.5pp | -0.04%-17.9pp | 418.37%-436.3pp |
| Employer contribution / active EE | $5,430 | $5,620-3.4% | $4,952+9.6% | $4,742+14.5% |
| Participant deferral / active EE | $8,303 | $6,447+28.8% | $5,638+47.3% | $6,401+29.7% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |