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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 | $102,609+144.7% | $98,090+156.0% | $138,895+80.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 21.42% | 36.44%-15.0pp | 37.05%-15.6pp | 145.39%-124.0pp |
| Employer contribution / active EE | $35,044 | $3,867+806.2% | $3,606+871.7% | $4,194+735.5% |
| Participant deferral / active EE | $14,854 | $8,167+81.9% | $7,845+89.3% | $6,396+132.2% |
| Admin fee / account holder | $264 | $11,434-97.7% | $11,815-97.8% | $12,562-97.9% |