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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 | $279,049 | $77,817+258.6% | $123,553+125.9% | $64,173+334.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.74% | 12.49%-19.2pp | 119.21%-125.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $6,764 | $3,014+124.4% | $4,628+46.1% | $2,381+184.1% |
| Participant deferral / active EE | $7,895 | $5,240+50.7% | $6,426+22.9% | $3,470+127.6% |
| Admin fee / account holder | $45 | $5,519-99.2% | $9,284-99.5% | $4,887-99.1% |