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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 | $322,820 | $167,353+92.9% | $143,797+124.5% | $134,545+139.9% |
| Participation rate | 91.7% | 84.8%+6.8pp | 80.3%+11.3pp | 81.2%+10.4pp |
| Annual return | -13.28% | 0.48%-13.8pp | -0.04%-13.2pp | 418.37%-431.6pp |
| Employer contribution / active EE | $2,892 | $5,620-48.6% | $4,952-41.6% | $4,742-39.0% |
| Participant deferral / active EE | $7,735 | $6,447+20.0% | $5,638+37.2% | $6,401+20.8% |
| Admin fee / account holder | $6 | $18,096-100.0% | $14,679-100.0% | $11,431-99.9% |