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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 | $305,920 | $82,324+271.6% | $68,803+344.6% | $134,545+127.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -6.20% | -2.17%-4.0pp | -6.37%+0.2pp | 418.37%-424.6pp |
| Employer contribution / active EE | $10,000 | $3,302+202.9% | $2,656+276.5% | $4,742+110.9% |
| Participant deferral / active EE | $27,000 | $4,740+469.6% | $3,942+585.0% | $6,401+321.8% |
| Admin fee / account holder | $20 | $6,485-99.7% | $4,936-99.6% | $11,431-99.8% |