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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 | $257,411 | $427,750-39.8% | $416,308-38.2% | $484,799-46.9% |
| Participation rate | 100.0% | 94.2%+5.8pp | 93.1%+6.9pp | 91.1%+8.9pp |
| Annual return | 13.67% | 8.17%+5.5pp | 8.83%+4.8pp | 5.95%+7.7pp |
| Employer contribution / active EE | $10,000 | $24,272-58.8% | $24,478-59.1% | $27,493-63.6% |
| Participant deferral / active EE | $0 | $13,509-100.0% | $13,255-100.0% | $6,572-100.0% |
| Admin fee / account holder | $0 | $15,117-100.0% | $14,896-100.0% | $18,209-100.0% |