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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 | $467,386 | $138,076+238.5% | $123,553+278.3% | $135,380+245.2% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -6.98% | 153.70%-160.7pp | 119.21%-126.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $1,177 | $5,152-77.2% | $4,628-74.6% | $4,779-75.4% |
| Participant deferral / active EE | $9,000 | $6,800+32.4% | $6,426+40.1% | $5,609+60.5% |
| Admin fee / account holder | $233 | $10,917-97.9% | $9,284-97.5% | $10,828-97.8% |