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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 | $309,647 | $138,070+124.3% | $123,549+150.6% | $135,377+128.7% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -6.56% | 153.69%-160.3pp | 119.20%-125.8pp | 519.75%-526.3pp |
| Employer contribution / active EE | $10,697 | $5,152+107.7% | $4,628+131.1% | $4,779+123.9% |
| Participant deferral / active EE | $6,673 | $6,799-1.9% | $6,426+3.8% | $5,609+19.0% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,828-100.0% |