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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 | $264,402 | $181,062+46.0% | $158,223+67.1% | $155,188+70.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.27% | 57.39%-42.1pp | 52.09%-36.8pp | 148.84%-133.6pp |
| Employer contribution / active EE | $2,850 | $4,565-37.6% | $4,109-30.6% | $4,248-32.9% |
| Participant deferral / active EE | $18,500 | $6,134+201.6% | $5,467+238.4% | $6,531+183.3% |
| Admin fee / account holder | $20 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |