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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 | $282,204 | $97,020+190.9% | $83,322+238.7% | $135,379+108.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.53% | 12.31%-18.8pp | 10.64%-17.2pp | 519.79%-526.3pp |
| Employer contribution / active EE | $3,325 | $4,144-19.8% | $3,379-1.6% | $4,779-30.4% |
| Participant deferral / active EE | $9,916 | $5,964+66.3% | $5,565+78.2% | $5,609+76.8% |
| Admin fee / account holder | $29 | $8,426-99.7% | $7,540-99.6% | $10,828-99.7% |