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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 | $454,375 | $177,156+156.5% | $147,027+209.0% | $154,746+193.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 17.13% | 21.94%-4.8pp | 20.23%-3.1pp | 172.34%-155.2pp |
| Employer contribution / active EE | $5,443 | $4,336+25.5% | $3,626+50.1% | $4,379+24.3% |
| Participant deferral / active EE | $2,896 | $5,797-50.0% | $4,933-41.3% | $6,730-57.0% |
| Admin fee / account holder | $0 | $14,904-100.0% | $12,223-100.0% | $14,365-100.0% |