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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 | $73,867+575.2% | $143,770+246.9% | $68,498+628.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.96% | 1.01%-17.0pp | -0.04%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $35,228 | $3,184+1006.3% | $4,951+611.5% | $2,596+1256.8% |
| Participant deferral / active EE | $17,765 | $3,384+424.9% | $5,638+215.1% | $4,027+341.1% |
| Admin fee / account holder | $187 | $5,755-96.7% | $14,673-98.7% | $5,403-96.5% |