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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 | $347,491 | $162,967+113.2% | $135,792+155.9% | $138,895+150.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 20.22% | 30.08%-9.9pp | 25.96%-5.7pp | 145.39%-125.2pp |
| Employer contribution / active EE | $3,353 | $4,211-20.4% | $3,496-4.1% | $4,194-20.1% |
| Participant deferral / active EE | $17,288 | $5,640+206.5% | $4,759+263.2% | $6,396+170.3% |
| Admin fee / account holder | $0 | $15,306-100.0% | $12,266-100.0% | $12,562-100.0% |