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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 | $307,818 | $99,032+210.8% | $80,022+284.7% | $135,380+127.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.50% | 15.39%-19.9pp | 11.22%-15.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $10,882 | $3,043+257.6% | $2,468+340.9% | $4,779+127.7% |
| Participant deferral / active EE | $15,161 | $4,282+254.1% | $3,686+311.3% | $5,609+170.3% |
| Admin fee / account holder | $139 | $10,436-98.7% | $6,521-97.9% | $10,828-98.7% |