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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 | $252,997 | $215,361+17.5% | $171,082+47.9% | $273,972-7.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.06% | 25.14%-19.1pp | 32.56%-26.5pp | 41.46%-35.4pp |
| Employer contribution / active EE | $3,250 | $4,967-34.6% | $4,002-18.8% | $4,869-33.2% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $74 | $10,846-99.3% | $8,520-99.1% | $10,133-99.3% |