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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 | $185,141+87.7% | $153,416+126.5% | $155,188+123.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 20.22% | 18.72%+1.5pp | 17.84%+2.4pp | 148.84%-128.6pp |
| Employer contribution / active EE | $3,353 | $4,489-25.3% | $3,764-10.9% | $4,248-21.1% |
| Participant deferral / active EE | $17,288 | $5,477+215.6% | $4,723+266.0% | $6,531+164.7% |
| Admin fee / account holder | $0 | $16,005-100.0% | $13,095-100.0% | $14,480-100.0% |