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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 | $296,681 | $73,863+301.7% | $143,797+106.3% | $68,490+333.2% |
| Participation rate | 96.0% | 66.7%+29.3pp | 80.3%+15.7pp | 67.9%+28.1pp |
| Annual return | -15.50% | 0.91%-16.4pp | -0.04%-15.5pp | -7.85%-7.6pp |
| Employer contribution / active EE | $7,121 | $3,185+123.6% | $4,952+43.8% | $2,597+174.2% |
| Participant deferral / active EE | $8,213 | $3,385+142.7% | $5,638+45.7% | $4,028+103.9% |
| Admin fee / account holder | $202 | $5,756-96.5% | $14,679-98.6% | $5,403-96.3% |