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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 | $350,538 | $95,188+268.3% | $76,518+358.1% | $135,380+158.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.90% | 4.85%-11.8pp | -0.27%-6.6pp | 519.81%-526.7pp |
| Employer contribution / active EE | $1,502 | $3,303-54.5% | $2,647-43.3% | $4,779-68.6% |
| Participant deferral / active EE | $18,500 | $4,640+298.7% | $3,836+382.3% | $5,609+229.8% |
| Admin fee / account holder | $80 | $6,249-98.7% | $4,849-98.4% | $10,828-99.3% |