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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 | $264,794 | $181,896+45.6% | $156,551+69.1% | $273,972-3.3% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 6.28% | 30.74%-24.5pp | 32.23%-25.9pp | 41.46%-35.2pp |
| Employer contribution / active EE | $11,334 | $6,248+81.4% | $5,501+106.0% | $4,869+132.8% |
| Participant deferral / active EE | $5,548 | $5,5500% | $4,871+13.9% | $5,287+4.9% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |