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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 | $256,412 | $181,062+41.6% | $158,223+62.1% | $155,188+65.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.35% | 57.39%-41.0pp | 52.09%-35.7pp | 148.84%-132.5pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,743 | $6,134-39.0% | $5,467-31.5% | $6,531-42.7% |
| Admin fee / account holder | $287 | $18,825-98.5% | $16,047-98.2% | $14,480-98.0% |