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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 | $253,097 | $181,896+39.1% | $156,551+61.7% | $273,972-7.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.80% | 30.74%-23.9pp | 32.23%-25.4pp | 41.46%-34.7pp |
| Employer contribution / active EE | $3,300 | $6,248-47.2% | $5,501-40.0% | $4,869-32.2% |
| Participant deferral / active EE | $18,000 | $5,550+224.3% | $4,871+269.5% | $5,287+240.4% |
| Admin fee / account holder | $205 | $15,560-98.7% | $13,028-98.4% | $10,133-98.0% |