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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 | $266,723 | $142,392+87.3% | $119,622+123.0% | $134,532+98.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -8.30% | -12.46%+4.2pp | -14.98%+6.7pp | 418.27%-426.6pp |
| Employer contribution / active EE | $2,250 | $5,224-56.9% | $4,232-46.8% | $4,741-52.5% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $245 | $13,593-98.2% | $10,328-97.6% | $11,429-97.9% |