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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 | $939,123 | $100,811+831.6% | $86,698+983.2% | $134,545+598.0% |
| Participation rate | 75.0% | 79.0%-4.0pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -18.47% | 29.11%-47.6pp | 35.96%-54.4pp | 418.37%-436.8pp |
| Employer contribution / active EE | $14,949 | $3,490+328.3% | $2,837+427.0% | $4,742+215.3% |
| Participant deferral / active EE | $10,303 | $5,339+93.0% | $4,656+121.3% | $6,401+61.0% |
| Admin fee / account holder | $222 | $10,926-98.0% | $7,492-97.0% | $11,431-98.1% |