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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 | $360,431 | $138,075+161.0% | $123,552+191.7% | $135,379+166.2% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -7.57% | 153.70%-161.3pp | 119.20%-126.8pp | 519.79%-527.4pp |
| Employer contribution / active EE | $16,456 | $5,152+219.4% | $4,628+255.6% | $4,779+244.4% |
| Participant deferral / active EE | $9,672 | $6,800+42.2% | $6,426+50.5% | $5,609+72.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |