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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 | $266,694 | $110,212+142.0% | $96,534+176.3% | $139,466+91.2% |
| Participation rate | 85.0% | 78.1%+6.9pp | 76.0%+9.0pp | 80.3%+4.7pp |
| Annual return | 16.92% | 26.42%-9.5pp | 25.88%-9.0pp | 373.66%-356.7pp |
| Employer contribution / active EE | $2,046 | $3,620-43.5% | $2,965-31.0% | $4,754-57.0% |
| Participant deferral / active EE | $7,443 | $5,547+34.2% | $4,851+53.4% | $6,712+10.9% |
| Admin fee / account holder | $273 | $11,599-97.6% | $8,253-96.7% | $11,409-97.6% |