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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 | $263,756 | $167,362+57.6% | $143,799+83.4% | $134,532+96.1% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -16.46% | 0.47%-16.9pp | -0.04%-16.4pp | 418.27%-434.7pp |
| Employer contribution / active EE | $3,976 | $5,620-29.3% | $4,952-19.7% | $4,741-16.1% |
| Participant deferral / active EE | $8,509 | $6,447+32.0% | $5,638+50.9% | $6,401+32.9% |
| Admin fee / account holder | $9 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |