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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 | $274,146 | $211,288+29.7% | $178,540+53.5% | $145,884+87.9% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 23.95% | 30.27%-6.3pp | 27.15%-3.2pp | 551.85%-527.9pp |
| Employer contribution / active EE | $3,945 | $4,574-13.8% | $3,953-0.2% | $4,662-15.4% |
| Participant deferral / active EE | $22,289 | $6,967+219.9% | $6,281+254.9% | $6,690+233.2% |
| Admin fee / account holder | $122 | $12,105-99.0% | $10,424-98.8% | $13,392-99.1% |