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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 | $477,322 | $83,908+468.9% | $68,509+596.7% | $125,389+280.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.01% | 14.48%-14.5pp | 8.27%-8.3pp | 282.24%-282.3pp |
| Employer contribution / active EE | $9,958 | $3,031+228.6% | $2,278+337.2% | $4,866+104.6% |
| Participant deferral / active EE | $17,573 | $4,125+326.0% | $3,382+419.6% | $5,352+228.4% |
| Admin fee / account holder | $130 | $8,982-98.6% | $5,275-97.5% | $9,541-98.6% |