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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 | $310,962 | $181,896+71.0% | $156,551+98.6% | $273,972+13.5% |
| Participation rate | 94.7% | 88.4%+6.4pp | 84.0%+10.7pp | 83.0%+11.7pp |
| Annual return | 6.28% | 30.74%-24.5pp | 32.23%-26.0pp | 41.46%-35.2pp |
| Employer contribution / active EE | $9,458 | $6,248+51.4% | $5,501+71.9% | $4,869+94.3% |
| Participant deferral / active EE | $4,718 | $5,550-15.0% | $4,871-3.2% | $5,287-10.8% |
| Admin fee / account holder | $102 | $15,560-99.3% | $13,028-99.2% | $10,133-99.0% |