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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 | $342,603 | $135,956+152.0% | $123,894+176.5% | $273,972+25.1% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 7.21% | 56.63%-49.4pp | 47.52%-40.3pp | 41.46%-34.2pp |
| Employer contribution / active EE | $2,025 | $5,170-60.8% | $4,617-56.1% | $4,869-58.4% |
| Participant deferral / active EE | $19,793 | $6,343+212.1% | $5,984+230.8% | $5,287+274.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |