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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 | $421,686 | $131,835+219.9% | $108,582+288.4% | $273,972+53.9% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.6%+7.9pp | 83.0%+4.5pp |
| Annual return | 6.28% | -91.57%+97.9pp | -51.70%+58.0pp | 41.46%-35.2pp |
| Employer contribution / active EE | $11,448 | $4,913+133.0% | $3,758+204.6% | $4,869+135.1% |
| Participant deferral / active EE | $8,890 | $5,127+73.4% | $4,311+106.2% | $5,287+68.1% |
| Admin fee / account holder | $207 | $10,253-98.0% | $7,645-97.3% | $10,133-98.0% |