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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 | $271,942 | $77,976+248.8% | $81,367+234.2% | $125,389+116.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | 0.46% | -2.85%+3.3pp | -0.92%+1.4pp | 282.24%-281.8pp |
| Employer contribution / active EE | $0 | $4,366-100.0% | $3,930-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $5,646-100.0% | $5,383-100.0% | $5,352-100.0% |
| Admin fee / account holder | $8 | $12,476-99.9% | $8,926-99.9% | $9,541-99.9% |