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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 | $301,345 | $82,674+264.5% | $125,381+140.3% | $68,486+340.0% |
| Participation rate | 80.8% | 75.1%+5.7pp | 82.4%-1.6pp | 67.9%+12.9pp |
| Annual return | -14.42% | -5.97%-8.4pp | 572.31%-586.7pp | -7.85%-6.6pp |
| Employer contribution / active EE | $5,038 | $3,382+49.0% | $4,815+4.6% | $2,597+94.0% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $64 | $6,277-99.0% | $10,007-99.4% | $5,404-98.8% |