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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 | $385,342 | $167,504+130.0% | $151,628+154.1% | $134,509+186.5% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.5%-9.7pp | 81.2%-3.5pp |
| Annual return | -17.73% | 7.81%-25.5pp | 3.34%-21.1pp | 418.13%-435.9pp |
| Employer contribution / active EE | $9,000 | $6,828+31.8% | $6,165+46.0% | $4,741+89.9% |
| Participant deferral / active EE | $13,944 | $8,985+55.2% | $8,363+66.7% | $6,400+117.9% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |