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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 | $258,049 | $131,835+95.7% | $108,582+137.7% | $273,972-5.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.52% | -91.57%+102.1pp | -51.70%+62.2pp | 41.46%-30.9pp |
| Employer contribution / active EE | $1,366 | $4,913-72.2% | $3,758-63.7% | $4,869-71.9% |
| Participant deferral / active EE | $7,426 | $5,127+44.8% | $4,311+72.3% | $5,287+40.5% |
| Admin fee / account holder | $8 | $10,253-99.9% | $7,645-99.9% | $10,133-99.9% |