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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 | $343,665 | $105,866+224.6% | $90,766+278.6% | $134,545+155.4% |
| Participation rate | 70.0% | 78.3%-8.3pp | 75.7%-5.7pp | 81.2%-11.2pp |
| Annual return | 14.61% | -10.99%+25.6pp | -12.16%+26.8pp | 418.37%-403.8pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $20 | $13,938-99.9% | $8,446-99.8% | $11,431-99.8% |