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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 | $276,627 | $92,219+200.0% | $76,768+260.3% | $135,379+104.3% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -7.18% | 5.46%-12.6pp | 2.43%-9.6pp | 519.79%-527.0pp |
| Employer contribution / active EE | $2,640 | $3,216-17.9% | $2,485+6.2% | $4,779-44.8% |
| Participant deferral / active EE | $5,335 | $4,508+18.3% | $3,852+38.5% | $5,609-4.9% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |