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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 | $382,764 | $167,353+128.7% | $143,797+166.2% | $134,545+184.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.25% | 0.48%-6.7pp | -0.04%-6.2pp | 418.37%-424.6pp |
| Employer contribution / active EE | $7,317 | $5,620+30.2% | $4,952+47.8% | $4,742+54.3% |
| Participant deferral / active EE | $4,500 | $6,447-30.2% | $5,638-20.2% | $6,401-29.7% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |