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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 | $272,481 | $99,345+174.3% | $84,753+221.5% | $273,972-0.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.28% | 22.93%-15.6pp | 22.78%-15.5pp | 41.46%-34.2pp |
| Employer contribution / active EE | $8,924 | $4,214+111.8% | $3,574+149.7% | $4,869+83.3% |
| Participant deferral / active EE | $10,256 | $4,270+140.2% | $3,712+176.3% | $5,287+94.0% |
| Admin fee / account holder | $34 | $6,645-99.5% | $5,333-99.4% | $10,133-99.7% |