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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 | $161,352+56.5% | $134,172+88.3% | $137,256+84.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 16.32% | 28.72%-12.4pp | 25.30%-9.0pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,182 | $4,099-46.8% | $3,420-36.2% | $4,156-47.5% |
| Participant deferral / active EE | $4,424 | $5,552-20.3% | $4,690-5.7% | $6,407-31.0% |
| Admin fee / account holder | $193 | $15,028-98.7% | $12,016-98.4% | $12,270-98.4% |