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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 | $280,768 | $177,595+58.1% | $148,496+89.1% | $198,609+41.4% |
| Participation rate | 85.7% | 79.3%+6.5pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 7.07% | 9.97%-2.9pp | 12.33%-5.3pp | 202.70%-195.6pp |
| Employer contribution / active EE | $1,288 | $4,098-68.6% | $3,497-63.2% | $5,055-74.5% |
| Participant deferral / active EE | $2,690 | $5,539-51.4% | $4,808-44.1% | $6,977-61.4% |
| Admin fee / account holder | $20 | $27,010-99.9% | $19,547-99.9% | $19,030-99.9% |