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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 | $299,223 | $132,310+126.2% | $105,754+182.9% | $273,972+9.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 7.99% | 10.08%-2.1pp | 12.25%-4.3pp | 41.46%-33.5pp |
| Employer contribution / active EE | $5,275 | $4,867+8.4% | $4,079+29.3% | $4,869+8.3% |
| Participant deferral / active EE | $11,871 | $6,233+90.4% | $5,326+122.9% | $5,287+124.5% |
| Admin fee / account holder | $31 | $12,036-99.7% | $8,309-99.6% | $10,133-99.7% |