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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 | $269,945 | $90,486+198.3% | $78,676+243.1% | $273,972-1.5% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.1pp | 83.0%+2.7pp |
| Annual return | 4.54% | 75.62%-71.1pp | 62.19%-57.6pp | 41.46%-36.9pp |
| Employer contribution / active EE | $2,518 | $3,175-20.7% | $2,850-11.7% | $4,869-48.3% |
| Participant deferral / active EE | $14,102 | $3,901+261.5% | $3,517+301.0% | $5,287+166.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |