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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 | $264,620 | $102,609+157.9% | $98,090+169.8% | $138,895+90.5% |
| Participation rate | 83.3% | 82.8%+0.6pp | 81.5%+1.8pp | 79.9%+3.4pp |
| Annual return | 19.15% | 36.44%-17.3pp | 37.05%-17.9pp | 145.39%-126.2pp |
| Employer contribution / active EE | $9,213 | $3,867+138.2% | $3,606+155.5% | $4,194+119.7% |
| Participant deferral / active EE | $9,911 | $8,167+21.4% | $7,845+26.3% | $6,396+55.0% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |