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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 | $384,633 | $142,392+170.1% | $119,622+221.5% | $134,532+185.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 14.15% | -12.46%+26.6pp | -14.98%+29.1pp | 418.27%-404.1pp |
| Employer contribution / active EE | $1,340 | $5,224-74.3% | $4,232-68.3% | $4,741-71.7% |
| Participant deferral / active EE | $3,576 | $6,467-44.7% | $5,601-36.1% | $6,401-44.1% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |