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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 | $348,280 | $111,535+212.3% | $105,223+231.0% | $137,256+153.7% |
| Participation rate | 77.3% | 78.1%-0.8pp | 75.0%+2.2pp | 80.0%-2.7pp |
| Annual return | 14.13% | 237.85%-223.7pp | 180.65%-166.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $9,722 | $3,939+146.8% | $3,689+163.6% | $4,156+133.9% |
| Participant deferral / active EE | $5,031 | $5,500-8.5% | $5,072-0.8% | $6,407-21.5% |
| Admin fee / account holder | $253 | $9,721-97.4% | $8,859-97.1% | $12,270-97.9% |