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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 | $307,403 | $181,896+69.0% | $156,551+96.4% | $273,972+12.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.95% | 30.74%-25.8pp | 32.23%-27.3pp | 41.46%-36.5pp |
| Employer contribution / active EE | $9,000 | $6,248+44.0% | $5,501+63.6% | $4,869+84.9% |
| Participant deferral / active EE | $2,039 | $5,550-63.3% | $4,871-58.1% | $5,287-61.4% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |