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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 | $272,079 | $82,324+230.5% | $68,803+295.4% | $134,545+102.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.03% | -2.17%-11.9pp | -6.37%-7.7pp | 418.37%-432.4pp |
| Employer contribution / active EE | $4,286 | $3,302+29.8% | $2,656+61.4% | $4,742-9.6% |
| Participant deferral / active EE | $2,354 | $4,740-50.3% | $3,942-40.3% | $6,401-63.2% |
| Admin fee / account holder | $279 | $6,485-95.7% | $4,936-94.3% | $11,431-97.6% |