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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 | $273,781 | $106,280+157.6% | $96,538+183.6% | $139,487+96.3% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 31.75% | 38.48%-6.7pp | 35.74%-4.0pp | 373.84%-342.1pp |
| Employer contribution / active EE | $4,729 | $4,107+15.2% | $3,740+26.4% | $4,755-0.5% |
| Participant deferral / active EE | $7,818 | $5,457+43.3% | $4,880+60.2% | $6,713+16.5% |
| Admin fee / account holder | $211 | $7,888-97.3% | $6,737-96.9% | $11,407-98.1% |