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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 | $253,331 | $90,467+180.0% | $93,759+170.2% | $134,509+88.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -17.98% | -15.72%-2.3pp | -11.33%-6.7pp | 418.13%-436.1pp |
| Employer contribution / active EE | $3,076 | $4,345-29.2% | $4,324-28.9% | $4,741-35.1% |
| Participant deferral / active EE | $8,588 | $5,980+43.6% | $6,096+40.9% | $6,400+34.2% |
| Admin fee / account holder | $20 | $9,258-99.8% | $7,197-99.7% | $11,427-99.8% |