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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 | $277,286 | $181,896+52.4% | $156,551+77.1% | $273,972+1.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.68% | 30.74%-25.1pp | 32.23%-26.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $13,082 | $6,248+109.4% | $5,501+137.8% | $4,869+168.7% |
| Participant deferral / active EE | $9,535 | $5,550+71.8% | $4,871+95.7% | $5,287+80.3% |
| Admin fee / account holder | $23 | $15,560-99.9% | $13,028-99.8% | $10,133-99.8% |