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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 | $332,917 | $81,870+306.6% | $119,634+178.3% | $68,490+386.1% |
| Participation rate | 90.0% | 71.9%+18.1pp | 79.3%+10.7pp | 67.9%+22.1pp |
| Annual return | -13.74% | -23.82%+10.1pp | -14.98%+1.2pp | -7.85%-5.9pp |
| Employer contribution / active EE | $4,462 | $2,692+65.8% | $4,232+5.4% | $2,597+71.8% |
| Participant deferral / active EE | $9,673 | $4,148+133.2% | $5,601+72.7% | $4,028+140.2% |
| Admin fee / account holder | $144 | $6,583-97.8% | $10,329-98.6% | $5,403-97.3% |