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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 | $304,724 | $174,379+74.7% | $152,093+100.4% | $138,895+119.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.48% | 74.86%-58.4pp | 66.36%-49.9pp | 145.39%-128.9pp |
| Employer contribution / active EE | $3,539 | $4,652-23.9% | $4,175-15.2% | $4,194-15.6% |
| Participant deferral / active EE | $6,167 | $6,159+0.1% | $5,451+13.1% | $6,396-3.6% |
| Admin fee / account holder | $77 | $16,880-99.5% | $14,497-99.5% | $12,562-99.4% |