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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 | $267,060 | $136,307+95.9% | $106,619+150.5% | $273,972-2.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 8.23% | 11.05%-2.8pp | 9.42%-1.2pp | 41.46%-33.2pp |
| Employer contribution / active EE | $1,952 | $5,190-62.4% | $3,947-50.5% | $4,869-59.9% |
| Participant deferral / active EE | $13,078 | $4,969+163.2% | $3,930+232.8% | $5,287+147.3% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |