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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 | $298,728 | $153,769+94.3% | $133,975+123.0% | $273,972+9.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 18.58% | 36.51%-17.9pp | 29.29%-10.7pp | 41.46%-22.9pp |
| Employer contribution / active EE | $6,501 | $6,029+7.8% | $5,211+24.8% | $4,869+33.5% |
| Participant deferral / active EE | $16,926 | $6,958+143.2% | $6,282+169.4% | $5,287+220.1% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |