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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 | $283,692 | $113,941+149.0% | $94,229+201.1% | $125,389+126.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.36% | 5.29%-7.6pp | 10.68%-13.0pp | 282.24%-284.6pp |
| Employer contribution / active EE | $1,180 | $4,727-75.0% | $3,587-67.1% | $4,866-75.7% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $272 | $8,392-96.8% | $6,269-95.7% | $9,541-97.2% |