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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 | $284,476 | $100,970+181.7% | $96,576+194.6% | $137,256+107.3% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 19.84% | 38.16%-18.3pp | 38.47%-18.6pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,502 | $3,809-34.3% | $3,553-29.6% | $4,156-39.8% |
| Participant deferral / active EE | $12,117 | $8,286+46.2% | $7,956+52.3% | $6,407+89.1% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |