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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 | $294,409 | $92,219+219.2% | $76,767+283.5% | $135,380+117.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.89% | 5.46%-13.4pp | 2.43%-10.3pp | 519.81%-527.7pp |
| Employer contribution / active EE | $13,736 | $3,216+327.1% | $2,485+452.7% | $4,779+187.4% |
| Participant deferral / active EE | $8,399 | $4,508+86.3% | $3,852+118.1% | $5,609+49.7% |
| Admin fee / account holder | $121 | $10,749-98.9% | $6,675-98.2% | $10,828-98.9% |