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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 | $361,543 | $167,362+116.0% | $143,799+151.4% | $134,532+168.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -12.04% | 0.47%-12.5pp | -0.04%-12.0pp | 418.27%-430.3pp |
| Employer contribution / active EE | $2,210 | $5,620-60.7% | $4,952-55.4% | $4,741-53.4% |
| Participant deferral / active EE | $9,000 | $6,447+39.6% | $5,638+59.6% | $6,401+40.6% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |