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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 | $252,224 | $254,759-1.0% | $216,567+16.5% | $198,609+27.0% |
| Participation rate | 87.5% | 84.5%+3.0pp | 81.6%+5.9pp | 82.4%+5.1pp |
| Annual return | 4.10% | 10.04%-5.9pp | 12.94%-8.8pp | 202.70%-198.6pp |
| Employer contribution / active EE | $6,937 | $6,096+13.8% | $5,216+33.0% | $5,055+37.2% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | -$594 | $26,311-102.3% | $21,981-102.7% | $19,030-103.1% |