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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 | $267,139 | $142,409+87.6% | $119,634+123.3% | $134,545+98.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.50% | -12.46%+3.0pp | -14.98%+5.5pp | 418.37%-427.9pp |
| Employer contribution / active EE | $2,646 | $5,224-49.4% | $4,232-37.5% | $4,742-44.2% |
| Participant deferral / active EE | $16,016 | $6,468+147.6% | $5,601+185.9% | $6,401+150.2% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |