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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 | $420,811 | $82,674+409.0% | $125,381+235.6% | $68,486+514.5% |
| Participation rate | 83.3% | 75.1%+8.3pp | 82.4%+1.0pp | 67.9%+15.4pp |
| Annual return | -16.72% | -5.97%-10.7pp | 572.31%-589.0pp | -7.85%-8.9pp |
| Employer contribution / active EE | $6,973 | $3,382+106.2% | $4,815+44.8% | $2,597+168.5% |
| Participant deferral / active EE | $8,579 | $6,111+40.4% | $7,448+15.2% | $4,028+113.0% |
| Admin fee / account holder | $81 | $6,277-98.7% | $10,007-99.2% | $5,404-98.5% |