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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 | $280,033 | $181,896+54.0% | $156,551+78.9% | $273,972+2.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 16.62% | 30.74%-14.1pp | 32.23%-15.6pp | 41.46%-24.8pp |
| Employer contribution / active EE | $5,239 | $6,248-16.1% | $5,501-4.8% | $4,869+7.6% |
| Participant deferral / active EE | $6,671 | $5,550+20.2% | $4,871+36.9% | $5,287+26.2% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |