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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 | $361,942 | $167,533+116.0% | $151,645+138.7% | $134,545+169.0% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -17.31% | 7.81%-25.1pp | 3.34%-20.6pp | 418.37%-435.7pp |
| Employer contribution / active EE | $5,971 | $6,828-12.6% | $6,165-3.1% | $4,742+25.9% |
| Participant deferral / active EE | $10,394 | $8,985+15.7% | $8,363+24.3% | $6,401+62.4% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |