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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 | $392,392 | $167,353+134.5% | $143,797+172.9% | $134,545+191.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.11% | 0.48%-17.6pp | -0.04%-17.1pp | 418.37%-435.5pp |
| Employer contribution / active EE | $6,205 | $5,620+10.4% | $4,952+25.3% | $4,742+30.9% |
| Participant deferral / active EE | $3,000 | $6,447-53.5% | $5,638-46.8% | $6,401-53.1% |
| Admin fee / account holder | $42 | $18,096-99.8% | $14,679-99.7% | $11,431-99.6% |