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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 | $254,844 | $75,935+235.6% | $60,547+320.9% | $125,389+103.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -0.35% | -5.38%+5.0pp | 335.64%-336.0pp | 282.24%-282.6pp |
| Employer contribution / active EE | $5,937 | $3,438+72.7% | $2,419+145.4% | $4,866+22.0% |
| Participant deferral / active EE | $15,778 | $4,506+250.1% | $3,328+374.1% | $5,352+194.8% |
| Admin fee / account holder | $178 | $6,768-97.4% | $4,536-96.1% | $9,541-98.1% |