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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 | $388,469 | $94,529+311.0% | $140,019+177.4% | $64,173+505.3% |
| Participation rate | 94.8% | 84.1%+10.7pp | 87.5%+7.3pp | 69.6%+25.3pp |
| Annual return | -6.98% | 7.77%-14.7pp | 651.17%-658.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $22,080 | $3,812+479.2% | $5,605+293.9% | $2,381+827.4% |
| Participant deferral / active EE | $15,807 | $5,250+201.1% | $6,927+128.2% | $3,470+355.6% |
| Admin fee / account holder | $212 | $6,741-96.8% | $10,705-98.0% | $4,887-95.7% |