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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 | $299,552 | $199,109+50.4% | $173,730+72.4% | $154,746+93.6% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.6%+0.4pp | 80.7%-0.7pp |
| Annual return | 18.78% | 20.02%-1.2pp | 19.96%-1.2pp | 172.34%-153.6pp |
| Employer contribution / active EE | $2,326 | $5,311-56.2% | $4,577-49.2% | $4,379-46.9% |
| Participant deferral / active EE | $8,679 | $7,113+22.0% | $6,326+37.2% | $6,730+29.0% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |