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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 | $257,101 | $80,983+217.5% | $96,544+166.3% | $75,177+242.0% |
| Participation rate | 86.2% | 71.8%+14.4pp | 76.0%+10.2pp | 67.2%+19.0pp |
| Annual return | 23.05% | 27.05%-4.0pp | 25.88%-2.8pp | 160.75%-137.7pp |
| Employer contribution / active EE | $4,181 | $2,282+83.2% | $2,966+40.9% | $2,671+56.5% |
| Participant deferral / active EE | $7,090 | $3,929+80.5% | $4,851+46.1% | $4,126+71.8% |
| Admin fee / account holder | $205 | $6,717-96.9% | $8,254-97.5% | $5,651-96.4% |