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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 | $455,620 | $140,592+224.1% | $123,105+270.1% | $125,389+263.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.21% | 16.80%-18.0pp | 13.22%-14.4pp | 282.24%-283.4pp |
| Employer contribution / active EE | $10,798 | $6,041+78.7% | $5,151+109.6% | $4,866+121.9% |
| Participant deferral / active EE | $5,480 | $6,980-21.5% | $6,229-12.0% | $5,352+2.4% |
| Admin fee / account holder | $58 | $11,198-99.5% | $9,014-99.4% | $9,541-99.4% |