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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 | $390,780 | $79,633+390.7% | $93,786+316.7% | $68,490+470.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -10.89% | -0.10%-10.8pp | -11.32%+0.4pp | -7.85%-3.0pp |
| Employer contribution / active EE | $10,132 | $3,665+176.4% | $4,328+134.1% | $2,597+290.2% |
| Participant deferral / active EE | $9,050 | $5,158+75.5% | $6,100+48.4% | $4,028+124.7% |
| Admin fee / account holder | $108 | $6,871-98.4% | $7,184-98.5% | $5,403-98.0% |