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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 | $251,103 | $107,666+133.2% | $102,184+145.7% | $154,746+62.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 21.42% | 29.33%-7.9pp | 31.58%-10.2pp | 172.34%-150.9pp |
| Employer contribution / active EE | $35,044 | $3,846+811.1% | $3,594+875.2% | $4,379+700.3% |
| Participant deferral / active EE | $14,854 | $8,719+70.4% | $8,309+78.8% | $6,730+120.7% |
| Admin fee / account holder | $264 | $12,943-98.0% | $11,609-97.7% | $14,365-98.2% |