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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 | $407,990 | $142,409+186.5% | $119,634+241.0% | $134,545+203.2% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.4pp | 81.2%+4.5pp |
| Annual return | -14.52% | -12.46%-2.1pp | -14.98%+0.5pp | 418.37%-432.9pp |
| Employer contribution / active EE | $10,852 | $5,224+107.7% | $4,232+156.4% | $4,742+128.9% |
| Participant deferral / active EE | $9,742 | $6,468+50.6% | $5,601+73.9% | $6,401+52.2% |
| Admin fee / account holder | $4 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |