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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 | $363,237 | $181,896+99.7% | $156,551+132.0% | $273,972+32.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.56% | 30.74%-26.2pp | 32.23%-27.7pp | 41.46%-36.9pp |
| Employer contribution / active EE | $5,054 | $6,248-19.1% | $5,501-8.1% | $4,869+3.8% |
| Participant deferral / active EE | $13,132 | $5,550+136.6% | $4,871+169.6% | $5,287+148.4% |
| Admin fee / account holder | $95 | $15,560-99.4% | $13,028-99.3% | $10,133-99.1% |