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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 | $252,429 | $135,956+85.7% | $123,894+103.7% | $273,972-7.9% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 8.08% | 56.63%-48.6pp | 47.52%-39.4pp | 41.46%-33.4pp |
| Employer contribution / active EE | $3,445 | $5,170-33.4% | $4,617-25.4% | $4,869-29.3% |
| Participant deferral / active EE | $9,680 | $6,343+52.6% | $5,984+61.8% | $5,287+83.1% |
| Admin fee / account holder | $50 | $9,817-99.5% | $8,357-99.4% | $10,133-99.5% |