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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 | $287,784 | $86,949+231.0% | $102,460+180.9% | $80,959+255.5% |
| Participation rate | 87.1% | 72.4%+14.7pp | 76.5%+10.6pp | 67.7%+19.4pp |
| Annual return | 21.19% | 18.89%+2.3pp | 29.47%-8.3pp | 35.67%-14.5pp |
| Employer contribution / active EE | $4,345 | $2,370+83.3% | $3,025+43.6% | $2,757+57.6% |
| Participant deferral / active EE | $7,458 | $4,121+81.0% | $5,056+47.5% | $4,300+73.4% |
| Admin fee / account holder | $26 | $8,048-99.7% | $9,460-99.7% | $6,925-99.6% |