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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 | $257,803 | $65,712+292.3% | $57,196+350.7% | $273,972-5.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.45% | 22.01%-12.6pp | 14.59%-5.1pp | 41.46%-32.0pp |
| Employer contribution / active EE | $1,960 | $3,280-40.3% | $2,683-27.0% | $4,869-59.8% |
| Participant deferral / active EE | $1,600 | $3,782-57.7% | $3,096-48.3% | $5,287-69.7% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |