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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 | $308,224 | $87,834+250.9% | $133,975+130.1% | $62,881+390.2% |
| Participation rate | 96.4% | 83.4%+13.1pp | 87.1%+9.4pp | 69.3%+27.1pp |
| Annual return | 8.60% | 12.05%-3.4pp | 29.29%-20.7pp | 20.14%-11.5pp |
| Employer contribution / active EE | $10,865 | $3,482+212.0% | $5,211+108.5% | $2,281+376.4% |
| Participant deferral / active EE | $7,576 | $4,812+57.5% | $6,282+20.6% | $3,203+136.5% |
| Admin fee / account holder | $259 | $5,372-95.2% | $9,324-97.2% | $4,296-94.0% |