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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 | $283,615 | $65,704+331.7% | $94,229+201.0% | $59,633+375.6% |
| Participation rate | 93.3% | 72.1%+21.2pp | 78.8%+14.6pp | 68.7%+24.7pp |
| Annual return | -0.04% | 5.22%-5.3pp | 10.68%-10.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,621 | $2,021-19.8% | $3,587-54.8% | $2,203-26.4% |
| Participant deferral / active EE | $9,938 | $3,143+216.2% | $4,320+130.0% | $3,192+211.4% |
| Admin fee / account holder | $226 | $4,265-94.7% | $6,269-96.4% | $4,297-94.7% |