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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 | $257,307 | $155,555+65.4% | $146,866+75.2% | $155,188+65.8% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.5%-12.5pp | 80.8%-10.8pp |
| Annual return | 19.40% | 115.41%-96.0pp | 102.85%-83.5pp | 148.84%-129.4pp |
| Employer contribution / active EE | $3,078 | $4,647-33.8% | $4,425-30.4% | $4,248-27.5% |
| Participant deferral / active EE | $12,148 | $8,044+51.0% | $7,759+56.6% | $6,531+86.0% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |