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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 | $174,379+47.0% | $152,093+68.6% | $138,895+84.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.35% | 74.86%-58.5pp | 66.36%-50.0pp | 145.39%-129.0pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,743 | $6,159-39.2% | $5,451-31.3% | $6,396-41.5% |
| Admin fee / account holder | $287 | $16,880-98.3% | $14,497-98.0% | $12,562-97.7% |