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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 | $295,076 | $213,785+38.0% | $185,441+59.1% | $155,188+90.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 17.77% | 19.97%-2.2pp | 20.16%-2.4pp | 148.84%-131.1pp |
| Employer contribution / active EE | $4,626 | $5,393-14.2% | $4,672-1.0% | $4,248+8.9% |
| Participant deferral / active EE | $11,293 | $6,864+64.5% | $6,152+83.6% | $6,531+72.9% |
| Admin fee / account holder | $237 | $21,134-98.9% | $17,890-98.7% | $14,480-98.4% |