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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 | $254,445 | $77,817+227.0% | $123,553+105.9% | $64,173+296.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.02% | 12.49%-19.5pp | 119.21%-126.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $13,857 | $3,014+359.7% | $4,628+199.4% | $2,381+482.0% |
| Participant deferral / active EE | $3,816 | $5,240-27.2% | $6,426-40.6% | $3,470+10.0% |
| Admin fee / account holder | $17 | $5,519-99.7% | $9,284-99.8% | $4,887-99.7% |