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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 | $334,136 | $174,379+91.6% | $152,093+119.7% | $138,895+140.6% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 16.91% | 74.86%-57.9pp | 66.36%-49.4pp | 145.39%-128.5pp |
| Employer contribution / active EE | $6,881 | $4,652+47.9% | $4,175+64.8% | $4,194+64.1% |
| Participant deferral / active EE | $3,813 | $6,159-38.1% | $5,451-30.1% | $6,396-40.4% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |