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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 | $347,283 | $110,083+215.5% | $151,645+129.0% | $68,490+407.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.04% | -10.12%-7.9pp | 3.34%-21.4pp | -7.85%-10.2pp |
| Employer contribution / active EE | $12,329 | $4,470+175.8% | $6,165+100.0% | $2,597+374.8% |
| Participant deferral / active EE | $14,233 | $6,526+118.1% | $8,363+70.2% | $4,028+253.4% |
| Admin fee / account holder | $48 | $7,718-99.4% | $11,614-99.6% | $5,403-99.1% |