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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 | $378,759 | $213,785+77.2% | $185,441+104.2% | $155,188+144.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 8.01% | 19.97%-12.0pp | 20.16%-12.2pp | 148.84%-140.8pp |
| Employer contribution / active EE | $3,299 | $5,393-38.8% | $4,672-29.4% | $4,248-22.3% |
| Participant deferral / active EE | $18,155 | $6,864+164.5% | $6,152+195.1% | $6,531+178.0% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |