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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 | $400,831 | $154,228+159.9% | $145,433+175.6% | $137,256+192.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.02% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,078 | $4,804-56.8% | $4,554-54.4% | $4,156-50.0% |
| Participant deferral / active EE | $8,796 | $8,216+7.1% | $7,897+11.4% | $6,407+37.3% |
| Admin fee / account holder | $2 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |