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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 | $344,901 | $100,805+242.1% | $86,698+297.8% | $134,532+156.4% |
| Participation rate | 75.0% | 79.0%-4.0pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -20.00% | 29.09%-49.1pp | 35.95%-56.0pp | 418.27%-438.3pp |
| Employer contribution / active EE | $750 | $3,490-78.5% | $2,837-73.6% | $4,741-84.2% |
| Participant deferral / active EE | $4,809 | $5,339-9.9% | $4,656+3.3% | $6,401-24.9% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |