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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 | $339,179 | $142,361+138.3% | $119,608+183.6% | $134,509+152.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.87% | -12.46%-0.4pp | -14.98%+2.1pp | 418.13%-431.0pp |
| Employer contribution / active EE | $1,471 | $5,224-71.8% | $4,232-65.2% | $4,741-69.0% |
| Participant deferral / active EE | $7,706 | $6,468+19.1% | $5,601+37.6% | $6,400+20.4% |
| Admin fee / account holder | $8 | $13,588-99.9% | $10,326-99.9% | $11,427-99.9% |