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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 | $167,353+51.7% | $143,797+76.5% | $134,545+88.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.55% | 0.48%-12.0pp | -0.04%-11.5pp | 418.37%-429.9pp |
| Employer contribution / active EE | $1,309 | $5,620-76.7% | $4,952-73.6% | $4,742-72.4% |
| Participant deferral / active EE | $6,558 | $6,447+1.7% | $5,638+16.3% | $6,401+2.4% |
| Admin fee / account holder | $289 | $18,096-98.4% | $14,679-98.0% | $11,431-97.5% |