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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 | $498,783 | $73,863+575.3% | $143,797+246.9% | $68,490+628.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.96% | 0.91%-16.9pp | -0.04%-15.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $35,228 | $3,185+1006.1% | $4,952+611.4% | $2,597+1256.7% |
| Participant deferral / active EE | $17,765 | $3,385+424.9% | $5,638+215.1% | $4,028+341.1% |
| Admin fee / account holder | $187 | $5,756-96.7% | $14,679-98.7% | $5,403-96.5% |