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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 | $251,065 | $86,050+191.8% | $189,758+32.3% | $94,015+167.0% |
| Participation rate | 88.0% | 68.9%+19.1pp | 79.8%+8.2pp | 70.8%+17.2pp |
| Annual return | 11.40% | 17.77%-6.4pp | 52.62%-41.2pp | 17.84%-6.4pp |
| Employer contribution / active EE | $5,779 | $2,819+105.0% | $4,767+21.2% | $2,790+107.1% |
| Participant deferral / active EE | $8,505 | $3,349+154.0% | $5,856+45.2% | $4,249+100.1% |
| Admin fee / account holder | $93 | $6,627-98.6% | $20,388-99.5% | $8,951-99.0% |