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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 | $289,228 | $185,312+56.1% | $161,489+79.1% | $154,746+86.9% |
| Participation rate | 76.9% | 82.5%-5.5pp | 78.7%-1.8pp | 80.7%-3.8pp |
| Annual return | 12.79% | 103.84%-91.1pp | 89.72%-76.9pp | 172.34%-159.5pp |
| Employer contribution / active EE | $2,534 | $4,769-46.9% | $4,268-40.6% | $4,379-42.1% |
| Participant deferral / active EE | $4,814 | $6,350-24.2% | $5,630-14.5% | $6,730-28.5% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |