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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 | $278,935 | $153,769+81.4% | $133,975+108.2% | $273,972+1.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.38% | 36.51%-27.1pp | 29.29%-19.9pp | 41.46%-32.1pp |
| Employer contribution / active EE | $4,789 | $6,029-20.6% | $5,211-8.1% | $4,869-1.6% |
| Participant deferral / active EE | $6,612 | $6,958-5.0% | $6,282+5.3% | $5,287+25.1% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |