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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 | $263,328 | $162,136+62.4% | $152,301+72.9% | $154,746+70.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 17.84% | 91.02%-73.2pp | 80.50%-62.7pp | 172.34%-154.5pp |
| Employer contribution / active EE | $7,167 | $4,890+46.6% | $4,624+55.0% | $4,379+63.7% |
| Participant deferral / active EE | $17,655 | $8,341+111.7% | $8,004+120.6% | $6,730+162.3% |
| Admin fee / account holder | $110 | $15,759-99.3% | $14,398-99.2% | $14,365-99.2% |