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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 | $284,067 | $73,863+284.6% | $143,797+97.5% | $68,490+314.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -0.98% | 0.91%-1.9pp | -0.04%-0.9pp | -7.85%+6.9pp |
| Employer contribution / active EE | $5,926 | $3,185+86.1% | $4,952+19.7% | $2,597+128.2% |
| Participant deferral / active EE | $7,719 | $3,385+128.1% | $5,638+36.9% | $4,028+91.6% |
| Admin fee / account holder | $1 | $5,756-100.0% | $14,679-100.0% | $5,403-100.0% |