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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 | $361,921 | $184,014+96.7% | $161,149+124.6% | $138,895+160.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 17.33% | 21.52%-4.2pp | 21.16%-3.8pp | 145.39%-128.1pp |
| Employer contribution / active EE | $4,782 | $5,055-5.4% | $4,360+9.7% | $4,194+14.0% |
| Participant deferral / active EE | $14,639 | $6,909+111.9% | $6,153+137.9% | $6,396+128.9% |
| Admin fee / account holder | $90 | $18,027-99.5% | $15,194-99.4% | $12,562-99.3% |