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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 | $331,264 | $134,001+147.2% | $112,258+195.1% | $134,509+146.3% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -19.78% | 47.15%-66.9pp | 27.47%-47.3pp | 418.13%-437.9pp |
| Employer contribution / active EE | $2,450 | $4,039-39.3% | $3,636-32.6% | $4,741-48.3% |
| Participant deferral / active EE | $9,695 | $5,291+83.2% | $4,728+105.0% | $6,400+51.5% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |