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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 | $338,676 | $167,353+102.4% | $143,797+135.5% | $134,545+151.7% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -7.54% | 0.48%-8.0pp | -0.04%-7.5pp | 418.37%-425.9pp |
| Employer contribution / active EE | $1,301 | $5,620-76.9% | $4,952-73.7% | $4,742-72.6% |
| Participant deferral / active EE | $8,868 | $6,447+37.6% | $5,638+57.3% | $6,401+38.5% |
| Admin fee / account holder | $266 | $18,096-98.5% | $14,679-98.2% | $11,431-97.7% |