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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 | $390,703 | $135,956+187.4% | $123,894+215.4% | $273,972+42.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.20% | 56.63%-50.4pp | 47.52%-41.3pp | 41.46%-35.3pp |
| Employer contribution / active EE | $10,543 | $5,170+103.9% | $4,617+128.4% | $4,869+116.5% |
| Participant deferral / active EE | $6,100 | $6,343-3.8% | $5,984+1.9% | $5,287+15.4% |
| Admin fee / account holder | $104 | $9,817-98.9% | $8,357-98.8% | $10,133-99.0% |