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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 | $256,974 | $184,014+39.6% | $161,149+59.5% | $138,895+85.0% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.8%-1.1pp | 79.9%-2.1pp |
| Annual return | 13.00% | 21.52%-8.5pp | 21.16%-8.2pp | 145.39%-132.4pp |
| Employer contribution / active EE | $2,430 | $5,055-51.9% | $4,360-44.3% | $4,194-42.1% |
| Participant deferral / active EE | $4,319 | $6,909-37.5% | $6,153-29.8% | $6,396-32.5% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |