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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 | $266,753 | $92,219+189.3% | $76,767+247.5% | $135,380+97.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.43% | 5.46%-10.9pp | 2.43%-7.9pp | 519.81%-525.2pp |
| Employer contribution / active EE | $2,546 | $3,216-20.8% | $2,485+2.4% | $4,779-46.7% |
| Participant deferral / active EE | $13,867 | $4,508+207.6% | $3,852+260.0% | $5,609+147.2% |
| Admin fee / account holder | $143 | $10,749-98.7% | $6,675-97.9% | $10,828-98.7% |