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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 | $267,122 | $123,793+115.8% | $177,848+50.2% | $79,856+234.5% |
| Participation rate | 93.0% | 84.7%+8.4pp | 87.7%+5.3pp | 69.6%+23.4pp |
| Annual return | 17.78% | 22.82%-5.0pp | 48.33%-30.6pp | 31.71%-13.9pp |
| Employer contribution / active EE | $3,788 | $4,095-7.5% | $5,919-36.0% | $2,471+53.3% |
| Participant deferral / active EE | $15,221 | $5,956+155.5% | $7,714+97.3% | $3,741+306.9% |
| Admin fee / account holder | $75 | $7,243-99.0% | $12,431-99.4% | $5,306-98.6% |