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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 | $388,395 | $167,352+132.1% | $143,788+170.1% | $134,509+188.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.76% | 0.47%-4.2pp | -0.03%-3.7pp | 418.13%-421.9pp |
| Employer contribution / active EE | $3,789 | $5,620-32.6% | $4,952-23.5% | $4,741-20.1% |
| Participant deferral / active EE | $15,152 | $6,447+135.0% | $5,638+168.7% | $6,400+136.7% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |