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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 | $456,445 | $92,219+395.0% | $76,767+494.6% | $135,380+237.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 0.22% | 5.46%-5.2pp | 2.43%-2.2pp | 519.81%-519.6pp |
| Employer contribution / active EE | $16,500 | $3,216+413.1% | $2,485+563.9% | $4,779+245.3% |
| Participant deferral / active EE | $24,500 | $4,508+443.4% | $3,852+536.1% | $5,609+336.8% |
| Admin fee / account holder | $188 | $10,749-98.3% | $6,675-97.2% | $10,828-98.3% |