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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 | $294,714 | $107,666+173.7% | $102,184+188.4% | $154,746+90.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 16.85% | 29.33%-12.5pp | 31.58%-14.7pp | 172.34%-155.5pp |
| Employer contribution / active EE | $3,380 | $3,846-12.1% | $3,594-5.9% | $4,379-22.8% |
| Participant deferral / active EE | $20,500 | $8,719+135.1% | $8,309+146.7% | $6,730+204.6% |
| Admin fee / account holder | $20 | $12,943-99.8% | $11,609-99.8% | $14,365-99.9% |