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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 | $365,762 | $181,896+101.1% | $156,551+133.6% | $273,972+33.5% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 4.12% | 30.74%-26.6pp | 32.23%-28.1pp | 41.46%-37.3pp |
| Employer contribution / active EE | $14,255 | $6,248+128.2% | $5,501+159.1% | $4,869+192.8% |
| Participant deferral / active EE | $8,744 | $5,550+57.5% | $4,871+79.5% | $5,287+65.4% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |