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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 | $348,958 | $100,970+245.6% | $96,576+261.3% | $137,256+154.2% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 18.50% | 38.16%-19.7pp | 38.47%-20.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $14,770 | $3,809+287.7% | $3,553+315.7% | $4,156+255.4% |
| Participant deferral / active EE | $8,690 | $8,286+4.9% | $7,956+9.2% | $6,407+35.6% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |