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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 | $258,648 | $215,361+20.1% | $171,082+51.2% | $273,972-5.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 10.36% | 25.14%-14.8pp | 32.56%-22.2pp | 41.46%-31.1pp |
| Employer contribution / active EE | $18,000 | $4,967+262.4% | $4,002+349.8% | $4,869+269.7% |
| Participant deferral / active EE | $22,000 | $5,543+296.9% | $4,797+358.6% | $5,287+316.1% |
| Admin fee / account holder | $6 | $10,846-99.9% | $8,520-99.9% | $10,133-99.9% |