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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 | $257,804 | $131,835+95.6% | $108,582+137.4% | $273,972-5.9% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.6%+7.9pp | 83.0%+4.5pp |
| Annual return | 4.22% | -91.57%+95.8pp | -51.70%+55.9pp | 41.46%-37.2pp |
| Employer contribution / active EE | $17,377 | $4,913+253.7% | $3,758+362.4% | $4,869+256.9% |
| Participant deferral / active EE | $13,281 | $5,127+159.0% | $4,311+208.1% | $5,287+151.2% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |