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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 | $396,067 | $127,096+211.6% | $105,736+274.6% | $135,380+192.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -4.30% | 4.49%-8.8pp | 6.27%-10.6pp | 519.81%-524.1pp |
| Employer contribution / active EE | $3,457 | $4,107-15.8% | $3,268+5.8% | $4,779-27.7% |
| Participant deferral / active EE | $14,714 | $5,064+190.5% | $4,080+260.6% | $5,609+162.3% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |