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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 | $295,454 | $112,729+162.1% | $98,716+199.3% | $137,256+115.3% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 13.81% | 38.48%-24.7pp | 31.81%-18.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,624 | $2,725-40.4% | $2,279-28.7% | $4,156-60.9% |
| Participant deferral / active EE | $3,576 | $4,640-22.9% | $4,048-11.6% | $6,407-44.2% |
| Admin fee / account holder | $143 | $10,129-98.6% | $8,703-98.4% | $12,270-98.8% |