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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 | $305,733 | $107,015+185.7% | $73,545+315.7% | $147,585+107.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 0.10% | 38.25%-38.2pp | -15.16%+15.3pp | 578.58%-578.5pp |
| Employer contribution / active EE | $69 | $1,760-96.1% | $1,219-94.3% | $4,876-98.6% |
| Participant deferral / active EE | $2,550 | $2,462+3.6% | $1,806+41.2% | $5,439-53.1% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |