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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 | $410,814 | $167,362+145.5% | $143,799+185.7% | $134,532+205.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -8.83% | 0.47%-9.3pp | -0.04%-8.8pp | 418.27%-427.1pp |
| Employer contribution / active EE | $9,714 | $5,620+72.8% | $4,952+96.2% | $4,741+104.9% |
| Participant deferral / active EE | $5,400 | $6,447-16.2% | $5,638-4.2% | $6,401-15.6% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |