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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 | $529,138 | $142,409+271.6% | $119,634+342.3% | $134,545+293.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.20% | -12.46%-4.7pp | -14.98%-2.2pp | 418.37%-435.6pp |
| Employer contribution / active EE | $3,167 | $5,224-39.4% | $4,232-25.2% | $4,742-33.2% |
| Participant deferral / active EE | $12,077 | $6,468+86.7% | $5,601+115.6% | $6,401+88.7% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |