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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 | $294,547 | $93,124+216.3% | $77,100+282.0% | $134,545+118.9% |
| Participation rate | 86.7% | 74.5%+12.2pp | 67.9%+18.7pp | 81.2%+5.4pp |
| Annual return | -18.70% | 62.68%-81.4pp | 42.35%-61.1pp | 418.37%-437.1pp |
| Employer contribution / active EE | $5,242 | $3,421+53.2% | $2,815+86.2% | $4,742+10.6% |
| Participant deferral / active EE | $4,921 | $5,242-6.1% | $4,430+11.1% | $6,401-23.1% |
| Admin fee / account holder | $150 | $6,970-97.9% | $5,443-97.3% | $11,431-98.7% |