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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 | $86,938+231.0% | $102,423+181.0% | $80,925+255.6% |
| Participation rate | 87.1% | 72.4%+14.7pp | 76.5%+10.6pp | 67.7%+19.4pp |
| Annual return | 21.19% | 18.89%+2.3pp | 29.42%-8.2pp | 35.65%-14.5pp |
| Employer contribution / active EE | $4,345 | $2,369+83.4% | $3,023+43.7% | $2,756+57.6% |
| Participant deferral / active EE | $7,458 | $4,120+81.0% | $5,054+47.6% | $4,299+73.5% |
| Admin fee / account holder | $26 | $8,053-99.7% | $9,455-99.7% | $6,940-99.6% |