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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 | $302,822 | $158,852+90.6% | $121,220+149.8% | $135,380+123.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -4.70% | -0.64%-4.1pp | 16.94%-21.6pp | 519.81%-524.5pp |
| Employer contribution / active EE | $17,110 | $5,666+202.0% | $4,023+325.4% | $4,779+258.0% |
| Participant deferral / active EE | $5,675 | $4,006+41.7% | $3,345+69.6% | $5,609+1.2% |
| Admin fee / account holder | $46 | $6,515-99.3% | $5,021-99.1% | $10,828-99.6% |