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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 | $258,263 | $167,323+54.3% | $143,770+79.6% | $134,493+92.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.35% | 0.47%-17.8pp | -0.04%-17.3pp | 418.01%-435.4pp |
| Employer contribution / active EE | $3,615 | $5,619-35.7% | $4,951-27.0% | $4,740-23.7% |
| Participant deferral / active EE | $6,508 | $6,446+0.9% | $5,638+15.4% | $6,400+1.7% |
| Admin fee / account holder | $12 | $18,088-99.9% | $14,673-99.9% | $11,425-99.9% |