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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 | $296,049 | $153,769+92.5% | $133,975+121.0% | $273,972+8.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.01% | 36.51%-28.5pp | 29.29%-21.3pp | 41.46%-33.4pp |
| Employer contribution / active EE | $10,670 | $6,029+77.0% | $5,211+104.8% | $4,869+119.2% |
| Participant deferral / active EE | $11,067 | $6,958+59.0% | $6,282+76.2% | $5,287+109.3% |
| Admin fee / account holder | $239 | $11,765-98.0% | $9,324-97.4% | $10,133-97.6% |