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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 | $295,655 | $77,816+279.9% | $123,552+139.3% | $64,173+360.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.94% | 12.49%-17.4pp | 119.20%-124.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $13,670 | $3,014+353.5% | $4,628+195.4% | $2,381+474.2% |
| Participant deferral / active EE | $11,202 | $5,240+113.8% | $6,426+74.3% | $3,470+222.8% |
| Admin fee / account holder | $6 | $5,519-99.9% | $9,285-99.9% | $4,887-99.9% |