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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 | $258,222 | $197,625+30.7% | $177,840+45.2% | $158,966+62.4% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.7%-16.3pp | 82.0%-10.5pp |
| Annual return | 16.58% | 58.76%-42.2pp | 48.32%-31.7pp | 302.95%-286.4pp |
| Employer contribution / active EE | $2,011 | $6,698-70.0% | $5,919-66.0% | $4,762-57.8% |
| Participant deferral / active EE | $8,214 | $8,405-2.3% | $7,714+6.5% | $5,983+37.3% |
| Admin fee / account holder | $4 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |