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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 | $321,856 | $78,027+312.5% | $178,528+80.3% | $80,925+297.7% |
| Participation rate | 73.1% | 65.7%+7.4pp | 77.1%-4.0pp | 67.7%+5.4pp |
| Annual return | 21.22% | 18.09%+3.1pp | 27.11%-5.9pp | 35.65%-14.4pp |
| Employer contribution / active EE | $3,460 | $2,281+51.7% | $3,950-12.4% | $2,756+25.5% |
| Participant deferral / active EE | $4,951 | $4,408+12.3% | $6,278-21.1% | $4,299+15.2% |
| Admin fee / account holder | $8 | $7,168-99.9% | $10,419-99.9% | $6,940-99.9% |