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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 | $255,229 | $182,442+39.9% | $163,379+56.2% | $138,895+83.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 20.96% | 72.74%-51.8pp | 63.41%-42.4pp | 145.39%-124.4pp |
| Employer contribution / active EE | $1,419 | $4,159-65.9% | $3,752-62.2% | $4,194-66.2% |
| Participant deferral / active EE | $18,500 | $6,817+171.4% | $6,282+194.5% | $6,396+189.2% |
| Admin fee / account holder | $106 | $10,396-99.0% | $9,818-98.9% | $12,562-99.2% |