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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 | $365,167 | $181,896+100.8% | $156,551+133.3% | $273,972+33.3% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 4.67% | 30.74%-26.1pp | 32.23%-27.6pp | 41.46%-36.8pp |
| Employer contribution / active EE | $2,565 | $6,248-58.9% | $5,501-53.4% | $4,869-47.3% |
| Participant deferral / active EE | $7,752 | $5,550+39.7% | $4,871+59.1% | $5,287+46.6% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |