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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 | $372,253 | $135,956+173.8% | $123,894+200.5% | $273,972+35.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.97% | 56.63%-50.7pp | 47.52%-41.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $7,500 | $5,170+45.1% | $4,617+62.5% | $4,869+54.0% |
| Participant deferral / active EE | $4,567 | $6,343-28.0% | $5,984-23.7% | $5,287-13.6% |
| Admin fee / account holder | $88 | $9,817-99.1% | $8,357-99.0% | $10,133-99.1% |