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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 | $100,970+148.7% | $96,576+160.0% | $137,256+82.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.42% | 38.16%-16.7pp | 38.47%-17.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $35,044 | $3,809+820.0% | $3,553+886.3% | $4,156+743.2% |
| Participant deferral / active EE | $14,854 | $8,286+79.3% | $7,956+86.7% | $6,407+131.8% |
| Admin fee / account holder | $264 | $11,312-97.7% | $11,381-97.7% | $12,270-97.8% |