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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 | $307,322 | $107,666+185.4% | $102,184+200.8% | $154,746+98.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 17.12% | 29.33%-12.2pp | 31.58%-14.5pp | 172.34%-155.2pp |
| Employer contribution / active EE | $4,848 | $3,846+26.1% | $3,594+34.9% | $4,379+10.7% |
| Participant deferral / active EE | $15,000 | $8,719+72.0% | $8,309+80.5% | $6,730+122.9% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |