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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 | $254,739 | $181,896+40.0% | $156,551+62.7% | $273,972-7.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.42% | 30.74%-27.3pp | 32.23%-28.8pp | 41.46%-38.0pp |
| Employer contribution / active EE | $7,688 | $6,248+23.0% | $5,501+39.7% | $4,869+57.9% |
| Participant deferral / active EE | $5,250 | $5,550-5.4% | $4,871+7.8% | $5,287-0.7% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |