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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 | $275,590 | $167,353+64.7% | $143,797+91.7% | $134,545+104.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.57% | 0.48%-16.1pp | -0.04%-15.5pp | 418.37%-433.9pp |
| Employer contribution / active EE | $3,080 | $5,620-45.2% | $4,952-37.8% | $4,742-35.1% |
| Participant deferral / active EE | $5,320 | $6,447-17.5% | $5,638-5.7% | $6,401-16.9% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |