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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 | $302,935 | $182,442+66.0% | $163,379+85.4% | $138,895+118.1% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.8%-5.4pp | 79.9%-8.5pp |
| Annual return | 13.37% | 72.74%-59.4pp | 63.41%-50.0pp | 145.39%-132.0pp |
| Employer contribution / active EE | $2,274 | $4,159-45.3% | $3,752-39.4% | $4,194-45.8% |
| Participant deferral / active EE | $10,872 | $6,817+59.5% | $6,282+73.1% | $6,396+70.0% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |