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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 | $252,583 | $177,156+42.6% | $147,027+71.8% | $154,746+63.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 16.32% | 21.94%-5.6pp | 20.23%-3.9pp | 172.34%-156.0pp |
| Employer contribution / active EE | $2,182 | $4,336-49.7% | $3,626-39.8% | $4,379-50.2% |
| Participant deferral / active EE | $4,424 | $5,797-23.7% | $4,933-10.3% | $6,730-34.3% |
| Admin fee / account holder | $193 | $14,904-98.7% | $12,223-98.4% | $14,365-98.7% |