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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 | $297,724 | $167,522+77.7% | $151,639+96.3% | $134,532+121.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.39% | 7.81%-19.2pp | 3.34%-14.7pp | 418.27%-429.7pp |
| Employer contribution / active EE | $7,809 | $6,828+14.4% | $6,165+26.7% | $4,741+64.7% |
| Participant deferral / active EE | $15,892 | $8,986+76.9% | $8,363+90.0% | $6,401+148.3% |
| Admin fee / account holder | $15 | $13,780-99.9% | $11,613-99.9% | $11,429-99.9% |