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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 | $418,649 | $167,353+150.2% | $143,797+191.1% | $134,545+211.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.42% | 0.48%-12.9pp | -0.04%-12.4pp | 418.37%-430.8pp |
| Employer contribution / active EE | $4,511 | $5,620-19.7% | $4,952-8.9% | $4,742-4.9% |
| Participant deferral / active EE | $9,630 | $6,447+49.4% | $5,638+70.8% | $6,401+50.4% |
| Admin fee / account holder | $46 | $18,096-99.7% | $14,679-99.7% | $11,431-99.6% |