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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 | $493,565 | $167,353+194.9% | $143,797+243.2% | $134,545+266.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -15.70% | 0.48%-16.2pp | -0.04%-15.7pp | 418.37%-434.1pp |
| Employer contribution / active EE | $4,393 | $5,620-21.8% | $4,952-11.3% | $4,742-7.4% |
| Participant deferral / active EE | $8,794 | $6,447+36.4% | $5,638+56.0% | $6,401+37.4% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |