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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 | $300,120 | $124,425+141.2% | $112,040+167.9% | $137,256+118.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.91% | 24.72%-11.8pp | 24.52%-11.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $3,266 | $3,411-4.3% | $2,954+10.6% | $4,156-21.4% |
| Participant deferral / active EE | $14,600 | $5,718+155.3% | $5,098+186.4% | $6,407+127.9% |
| Admin fee / account holder | $4 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |