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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 | $254,153 | $73,955+243.7% | $96,520+163.3% | $75,181+238.1% |
| Participation rate | 82.8% | 66.4%+16.3pp | 74.3%+8.4pp | 67.2%+15.6pp |
| Annual return | 17.96% | 26.72%-8.8pp | 35.72%-17.8pp | 160.69%-142.7pp |
| Employer contribution / active EE | $3,184 | $2,930+8.7% | $3,739-14.8% | $2,671+19.2% |
| Participant deferral / active EE | $8,304 | $3,659+126.9% | $4,879+70.2% | $4,126+101.3% |
| Admin fee / account holder | $270 | $5,217-94.8% | $6,733-96.0% | $5,650-95.2% |