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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 | $136,860+119.3% | $120,344+149.4% | $154,746+93.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 12.91% | 21.38%-8.5pp | 20.30%-7.4pp | 172.34%-159.4pp |
| Employer contribution / active EE | $3,266 | $3,533-7.6% | $3,020+8.1% | $4,379-25.4% |
| Participant deferral / active EE | $14,600 | $5,793+152.0% | $5,135+184.3% | $6,730+116.9% |
| Admin fee / account holder | $4 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |