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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 | $401,264 | $85,790+367.7% | $67,313+496.1% | $135,380+196.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.57% | -0.54%-3.0pp | -4.08%+0.5pp | 519.81%-523.4pp |
| Employer contribution / active EE | $13,176 | $3,487+277.8% | $2,566+413.6% | $4,779+175.7% |
| Participant deferral / active EE | $6,785 | $4,651+45.9% | $3,568+90.1% | $5,609+21.0% |
| Admin fee / account holder | $109 | $6,392-98.3% | $4,507-97.6% | $10,828-99.0% |