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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 | $265,874 | $153,769+72.9% | $133,975+98.5% | $273,972-3.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.53% | 36.51%-31.0pp | 29.29%-23.8pp | 41.46%-35.9pp |
| Employer contribution / active EE | $3,185 | $6,029-47.2% | $5,211-38.9% | $4,869-34.6% |
| Participant deferral / active EE | $11,273 | $6,958+62.0% | $6,282+79.5% | $5,287+113.2% |
| Admin fee / account holder | $152 | $11,765-98.7% | $9,324-98.4% | $10,133-98.5% |