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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 | $212,777+18.7% | $173,703+45.4% | $198,609+27.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 16.32% | 18.82%-2.5pp | 17.46%-1.1pp | 202.70%-186.4pp |
| Employer contribution / active EE | $2,182 | $5,214-58.2% | $4,288-49.1% | $5,055-56.8% |
| Participant deferral / active EE | $4,424 | $5,697-22.3% | $4,854-8.9% | $6,977-36.6% |
| Admin fee / account holder | $193 | $19,536-99.0% | $15,562-98.8% | $19,030-99.0% |