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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 | $1,123,404 | $64,716+1635.9% | $112,258+900.7% | $68,495+1540.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -2.83% | -11.40%+8.6pp | 27.47%-30.3pp | -7.84%+5.0pp |
| Employer contribution / active EE | $758 | $2,746-72.4% | $3,636-79.2% | $2,596-70.8% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $225 | $5,232-95.7% | $6,411-96.5% | $5,403-95.8% |