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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 | $250,538 | $95,915+161.2% | $79,580+214.8% | $134,532+86.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -10.19% | -2.71%-7.5pp | 0.15%-10.3pp | 418.27%-428.5pp |
| Employer contribution / active EE | $3,721 | $3,129+18.9% | $2,413+54.2% | $4,741-21.5% |
| Participant deferral / active EE | $9,909 | $4,693+111.1% | $3,985+148.6% | $6,401+54.8% |
| Admin fee / account holder | $212 | $9,132-97.7% | $6,835-96.9% | $11,429-98.1% |