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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 | $317,792 | $92,219+244.6% | $76,767+314.0% | $135,380+134.7% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | -4.42% | 5.46%-9.9pp | 2.43%-6.8pp | 519.81%-524.2pp |
| Employer contribution / active EE | $6,003 | $3,216+86.7% | $2,485+141.6% | $4,779+25.6% |
| Participant deferral / active EE | $12,732 | $4,508+182.4% | $3,852+230.6% | $5,609+127.0% |
| Admin fee / account holder | $116 | $10,749-98.9% | $6,675-98.3% | $10,828-98.9% |