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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 | $465,798 | $167,353+178.3% | $143,797+223.9% | $134,545+246.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -15.89% | 0.48%-16.4pp | -0.04%-15.9pp | 418.37%-434.3pp |
| Employer contribution / active EE | $1,998 | $5,620-64.4% | $4,952-59.6% | $4,742-57.9% |
| Participant deferral / active EE | $17,013 | $6,447+163.9% | $5,638+201.7% | $6,401+165.8% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |