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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 | $519,333 | $136,860+279.5% | $120,344+331.5% | $154,746+235.6% |
| Participation rate | 71.4% | 79.9%-8.5pp | 76.7%-5.3pp | 80.7%-9.3pp |
| Annual return | 18.86% | 21.38%-2.5pp | 20.30%-1.4pp | 172.34%-153.5pp |
| Employer contribution / active EE | $2,350 | $3,533-33.5% | $3,020-22.2% | $4,379-46.3% |
| Participant deferral / active EE | $10,399 | $5,793+79.5% | $5,135+102.5% | $6,730+54.5% |
| Admin fee / account holder | $236 | $15,393-98.5% | $12,742-98.1% | $14,365-98.4% |