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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 | $328,760 | $155,555+111.3% | $146,866+123.9% | $155,188+111.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.34% | 115.41%-98.1pp | 102.85%-85.5pp | 148.84%-131.5pp |
| Employer contribution / active EE | $1,697 | $4,647-63.5% | $4,425-61.7% | $4,248-60.1% |
| Participant deferral / active EE | $5,875 | $8,044-27.0% | $7,759-24.3% | $6,531-10.0% |
| Admin fee / account holder | $59 | $14,755-99.6% | $13,620-99.6% | $14,480-99.6% |