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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 | $320,753 | $153,769+108.6% | $133,975+139.4% | $273,972+17.1% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 10.53% | 36.51%-26.0pp | 29.29%-18.8pp | 41.46%-30.9pp |
| Employer contribution / active EE | $1,451 | $6,029-75.9% | $5,211-72.2% | $4,869-70.2% |
| Participant deferral / active EE | $12,600 | $6,958+81.1% | $6,282+100.6% | $5,287+138.3% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |