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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 | $293,537 | $275,752+6.4% | $256,809+14.3% | $198,609+47.8% |
| Participation rate | 77.8% | 89.2%-11.4pp | 88.5%-10.8pp | 82.4%-4.6pp |
| Annual return | 13.98% | 34.81%-20.8pp | 32.73%-18.7pp | 202.70%-188.7pp |
| Employer contribution / active EE | $6,226 | $7,721-19.4% | $7,263-14.3% | $5,055+23.2% |
| Participant deferral / active EE | $4,532 | $10,037-54.8% | $9,520-52.4% | $6,977-35.0% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |