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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 | $274,235 | $88,707+209.1% | $74,184+269.7% | $273,972+0.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 8.54% | 11.94%-3.4pp | 17.74%-9.2pp | 41.46%-32.9pp |
| Employer contribution / active EE | $1,892 | $3,159-40.1% | $2,370-20.2% | $4,869-61.1% |
| Participant deferral / active EE | $4,811 | $4,212+14.2% | $3,550+35.5% | $5,287-9.0% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |