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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 | $340,962 | $107,666+216.7% | $102,184+233.7% | $154,746+120.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 13.14% | 29.33%-16.2pp | 31.58%-18.4pp | 172.34%-159.2pp |
| Employer contribution / active EE | $2,971 | $3,846-22.8% | $3,594-17.3% | $4,379-32.2% |
| Participant deferral / active EE | $9,873 | $8,719+13.2% | $8,309+18.8% | $6,730+46.7% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |