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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 | $253,835 | $167,323+51.7% | $143,770+76.6% | $134,493+88.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.55% | 0.47%-12.0pp | -0.04%-11.5pp | 418.01%-429.6pp |
| Employer contribution / active EE | $1,309 | $5,619-76.7% | $4,951-73.6% | $4,740-72.4% |
| Participant deferral / active EE | $6,558 | $6,446+1.7% | $5,638+16.3% | $6,400+2.5% |
| Admin fee / account holder | $289 | $18,088-98.4% | $14,673-98.0% | $11,425-97.5% |