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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 | $250,307 | $92,219+171.4% | $76,767+226.1% | $135,380+84.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.15% | 5.46%-10.6pp | 2.43%-7.6pp | 519.81%-525.0pp |
| Employer contribution / active EE | $1,359 | $3,216-57.7% | $2,485-45.3% | $4,779-71.6% |
| Participant deferral / active EE | $5,743 | $4,508+27.4% | $3,852+49.1% | $5,609+2.4% |
| Admin fee / account holder | $14 | $10,749-99.9% | $6,675-99.8% | $10,828-99.9% |