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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 | $277,168 | $167,504+65.5% | $151,628+82.8% | $134,509+106.1% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -11.20% | 7.81%-19.0pp | 3.34%-14.5pp | 418.13%-429.3pp |
| Employer contribution / active EE | $2,415 | $6,828-64.6% | $6,165-60.8% | $4,741-49.0% |
| Participant deferral / active EE | $9,156 | $8,985+1.9% | $8,363+9.5% | $6,400+43.1% |
| Admin fee / account holder | $43 | $13,779-99.7% | $11,613-99.6% | $11,427-99.6% |