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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 | $289,051 | $142,392+103.0% | $119,622+141.6% | $134,532+114.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -6.08% | -12.46%+6.4pp | -14.98%+8.9pp | 418.27%-424.3pp |
| Employer contribution / active EE | $4,215 | $5,224-19.3% | $4,232-0.4% | $4,741-11.1% |
| Participant deferral / active EE | $9,233 | $6,467+42.8% | $5,601+64.9% | $6,401+44.2% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |