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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 | $612,589 | $158,852+285.6% | $121,220+405.4% | $135,380+352.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -4.94% | -0.64%-4.3pp | 16.94%-21.9pp | 519.81%-524.7pp |
| Employer contribution / active EE | $4,047 | $5,666-28.6% | $4,023+0.6% | $4,779-15.3% |
| Participant deferral / active EE | $16,400 | $4,006+309.4% | $3,345+390.3% | $5,609+192.4% |
| Admin fee / account holder | $174 | $6,515-97.3% | $5,021-96.5% | $10,828-98.4% |