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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 | $303,686 | $62,589+385.2% | $76,768+295.6% | $64,173+373.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -4.15% | -1.95%-2.2pp | 2.43%-6.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $6,944 | $1,832+279.0% | $2,485+179.4% | $2,381+191.7% |
| Participant deferral / active EE | $8,410 | $3,145+167.4% | $3,852+118.4% | $3,470+142.4% |
| Admin fee / account holder | $41 | $4,667-99.1% | $6,675-99.4% | $4,887-99.2% |