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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 | $265,740 | $215,361+23.4% | $171,082+55.3% | $273,972-3.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.31% | 25.14%-17.8pp | 32.56%-25.2pp | 41.46%-34.1pp |
| Employer contribution / active EE | $9,375 | $4,967+88.7% | $4,002+134.3% | $4,869+92.6% |
| Participant deferral / active EE | $16,356 | $5,543+195.1% | $4,797+240.9% | $5,287+209.3% |
| Admin fee / account holder | $219 | $10,846-98.0% | $8,520-97.4% | $10,133-97.8% |