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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 | $284,084 | $135,956+109.0% | $123,894+129.3% | $273,972+3.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.98% | 56.63%-50.6pp | 47.52%-41.5pp | 41.46%-35.5pp |
| Employer contribution / active EE | $8,629 | $5,170+66.9% | $4,617+86.9% | $4,869+77.2% |
| Participant deferral / active EE | $6,471 | $6,343+2.0% | $5,984+8.1% | $5,287+22.4% |
| Admin fee / account holder | $3 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |