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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 | $343,126 | $113,941+201.1% | $94,229+264.1% | $125,389+173.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.04% | 5.29%-7.3pp | 10.68%-12.7pp | 282.24%-284.3pp |
| Employer contribution / active EE | $5,018 | $4,727+6.1% | $3,587+39.9% | $4,866+3.1% |
| Participant deferral / active EE | $14,582 | $5,179+181.6% | $4,320+237.5% | $5,352+172.5% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |