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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 | $542,449 | $223,929+142.2% | $154,472+251.2% | $223,929+142.2% |
| Participation rate | 100.0% | 92.9%+7.1pp | 99.5%+0.5pp | 92.9%+7.1pp |
| Annual return | 10.49% | 7.04%+3.4pp | 13.75%-3.3pp | 7.04%+3.4pp |
| Employer contribution / active EE | $21,024 | $11,707+79.6% | $4,536+363.5% | $11,707+79.6% |
| Participant deferral / active EE | $32,865 | $8,889+269.7% | $8,461+288.4% | $8,889+269.7% |
| Admin fee / account holder | $0 | $71,143-100.0% | $1,396-100.0% | $71,143-100.0% |