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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 | $303,717 | $181,896+67.0% | $156,551+94.0% | $273,972+10.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.83% | 30.74%-23.9pp | 32.23%-25.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $3,217 | $6,248-48.5% | $5,501-41.5% | $4,869-33.9% |
| Participant deferral / active EE | $6,021 | $5,550+8.5% | $4,871+23.6% | $5,287+13.9% |
| Admin fee / account holder | $225 | $15,560-98.6% | $13,028-98.3% | $10,133-97.8% |