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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 | $291,409 | $167,362+74.1% | $143,799+102.7% | $134,532+116.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.46% | 0.47%-17.9pp | -0.04%-17.4pp | 418.27%-435.7pp |
| Employer contribution / active EE | $4,388 | $5,620-21.9% | $4,952-11.4% | $4,741-7.5% |
| Participant deferral / active EE | $5,498 | $6,447-14.7% | $5,638-2.5% | $6,401-14.1% |
| Admin fee / account holder | $199 | $18,094-98.9% | $14,677-98.6% | $11,429-98.3% |