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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 | $268,195 | $76,551+250.3% | $123,894+116.5% | $62,881+326.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 12.54% | 18.68%-6.1pp | 47.52%-35.0pp | 20.14%-7.6pp |
| Employer contribution / active EE | $4,513 | $2,882+56.6% | $4,617-2.2% | $2,281+97.9% |
| Participant deferral / active EE | $8,856 | $4,840+83.0% | $5,984+48.0% | $3,203+176.5% |
| Admin fee / account holder | $276 | $4,826-94.3% | $8,357-96.7% | $4,296-93.6% |