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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 | $279,259 | $289,211-3.4% | $260,467+7.2% | $198,609+40.6% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 120.82% | 112.90%+7.9pp | 100.60%+20.2pp | 202.70%-81.9pp |
| Employer contribution / active EE | $5,148 | $4,663+10.4% | $4,239+21.5% | $5,055+1.8% |
| Participant deferral / active EE | $5,148 | $6,812-24.4% | $6,319-18.5% | $6,977-26.2% |
| Admin fee / account holder | $0 | $16,236-100.0% | $15,461-100.0% | $19,030-100.0% |