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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 | $278,794 | $131,835+111.5% | $108,582+156.8% | $273,972+1.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.20% | -91.57%+96.8pp | -51.70%+56.9pp | 41.46%-36.3pp |
| Employer contribution / active EE | $8,797 | $4,913+79.1% | $3,758+134.1% | $4,869+80.7% |
| Participant deferral / active EE | $18,690 | $5,127+264.5% | $4,311+333.5% | $5,287+253.5% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |