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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 | $309,906 | $181,896+70.4% | $156,551+98.0% | $273,972+13.1% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 8.05% | 30.74%-22.7pp | 32.23%-24.2pp | 41.46%-33.4pp |
| Employer contribution / active EE | $5,672 | $6,248-9.2% | $5,501+3.1% | $4,869+16.5% |
| Participant deferral / active EE | $7,351 | $5,550+32.5% | $4,871+50.9% | $5,287+39.0% |
| Admin fee / account holder | $105 | $15,560-99.3% | $13,028-99.2% | $10,133-99.0% |