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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 | $346,005 | $107,666+221.4% | $102,184+238.6% | $154,746+123.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 18.04% | 29.33%-11.3pp | 31.58%-13.5pp | 172.34%-154.3pp |
| Employer contribution / active EE | $6,771 | $3,846+76.0% | $3,594+88.4% | $4,379+54.6% |
| Participant deferral / active EE | $13,819 | $8,719+58.5% | $8,309+66.3% | $6,730+105.3% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |