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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 | $268,398 | $73,848+263.4% | $143,799+86.6% | $68,486+291.9% |
| Participation rate | 93.5% | 66.7%+26.9pp | 80.3%+13.2pp | 67.9%+25.7pp |
| Annual return | -12.54% | 0.91%-13.5pp | -0.04%-12.5pp | -7.85%-4.7pp |
| Employer contribution / active EE | $26,269 | $3,184+724.9% | $4,952+430.5% | $2,597+911.6% |
| Participant deferral / active EE | $11,352 | $3,385+235.4% | $5,638+101.3% | $4,028+181.9% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |