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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 | $167,323+75.4% | $143,770+104.1% | $134,493+118.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.97% | 0.47%-18.4pp | -0.04%-17.9pp | 418.01%-436.0pp |
| Employer contribution / active EE | $5,430 | $5,619-3.4% | $4,951+9.7% | $4,740+14.6% |
| Participant deferral / active EE | $8,303 | $6,446+28.8% | $5,638+47.3% | $6,400+29.7% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,425-100.0% |