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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 | $265,097 | $106,749+148.3% | $145,433+82.3% | $82,448+221.5% |
| Participation rate | 76.7% | 75.6%+1.0pp | 82.1%-5.5pp | 68.1%+8.6pp |
| Annual return | 15.85% | 27.59%-11.7pp | 66.58%-50.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $5,167 | $3,444+50.0% | $4,554+13.4% | $2,551+102.6% |
| Participant deferral / active EE | $8,287 | $6,519+27.1% | $7,897+4.9% | $4,139+100.2% |
| Admin fee / account holder | $285 | $8,390-96.6% | $13,129-97.8% | $7,234-96.1% |