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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 | $497,247 | $167,533+196.8% | $151,645+227.9% | $134,545+269.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.43% | 7.81%-18.2pp | 3.34%-13.8pp | 418.37%-428.8pp |
| Employer contribution / active EE | $11,891 | $6,828+74.1% | $6,165+92.9% | $4,742+150.8% |
| Participant deferral / active EE | $17,183 | $8,985+91.2% | $8,363+105.5% | $6,401+168.4% |
| Admin fee / account holder | $50 | $13,781-99.6% | $11,614-99.6% | $11,431-99.6% |