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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 | $357,375 | $167,353+113.5% | $143,797+148.5% | $134,545+165.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -15.88% | 0.48%-16.4pp | -0.04%-15.8pp | 418.37%-434.3pp |
| Employer contribution / active EE | $7,119 | $5,620+26.7% | $4,952+43.7% | $4,742+50.1% |
| Participant deferral / active EE | $9,543 | $6,447+48.0% | $5,638+69.3% | $6,401+49.1% |
| Admin fee / account holder | $214 | $18,096-98.8% | $14,679-98.5% | $11,431-98.1% |