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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 | $265,917 | $86,701+206.7% | $73,309+262.7% | $125,389+112.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 0.02% | 2.78%-2.8pp | 5.67%-5.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $6,441 | $4,152+55.1% | $3,237+99.0% | $4,866+32.4% |
| Participant deferral / active EE | $11,293 | $5,549+103.5% | $4,991+126.3% | $5,352+111.0% |
| Admin fee / account holder | $40 | $7,768-99.5% | $5,635-99.3% | $9,541-99.6% |