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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 | $277,928 | $90,538+207.0% | $88,457+214.2% | $154,746+79.6% |
| Participation rate | 75.0% | 80.9%-5.9pp | 78.6%-3.6pp | 80.7%-5.7pp |
| Annual return | 17.79% | 37.97%-20.2pp | 32.69%-14.9pp | 172.34%-154.6pp |
| Employer contribution / active EE | $2,250 | $4,914-54.2% | $4,681-51.9% | $4,379-48.6% |
| Participant deferral / active EE | $14,712 | $6,073+142.2% | $5,667+159.6% | $6,730+118.6% |
| Admin fee / account holder | $0 | $10,337-100.0% | $9,606-100.0% | $14,365-100.0% |