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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 | $288,194 | $133,998+115.1% | $112,263+156.7% | $134,545+114.2% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -10.36% | 47.17%-57.5pp | 27.49%-37.9pp | 418.37%-428.7pp |
| Employer contribution / active EE | $4,120 | $4,040+2.0% | $3,636+13.3% | $4,742-13.1% |
| Participant deferral / active EE | $1,526 | $5,292-71.2% | $4,729-67.7% | $6,401-76.2% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |