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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 | $271,161 | $201,372+34.7% | $184,260+47.2% | $145,884+85.9% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 10.05% | 29.04%-19.0pp | 28.84%-18.8pp | 551.85%-541.8pp |
| Employer contribution / active EE | $8,639 | $7,024+23.0% | $6,427+34.4% | $4,662+85.3% |
| Participant deferral / active EE | $6,105 | $9,808-37.8% | $9,133-33.2% | $6,690-8.7% |
| Admin fee / account holder | $88 | $16,362-99.5% | $13,898-99.4% | $13,392-99.3% |