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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 | $374,749 | $106,115+253.2% | $85,969+335.9% | $125,389+198.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -2.88% | 13.93%-16.8pp | 9.32%-12.2pp | 282.24%-285.1pp |
| Employer contribution / active EE | $4,101 | $4,537-9.6% | $3,474+18.0% | $4,866-15.7% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,541-100.0% |