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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 | $240,714+125.4% | $189,801+185.8% | $240,714+125.4% |
| Participation rate | 100.0% | 91.7%+8.3pp | 99.4%+0.6pp | 91.7%+8.3pp |
| Annual return | 10.49% | 6.51%+4.0pp | 14.16%-3.7pp | 6.51%+4.0pp |
| Employer contribution / active EE | $21,024 | $13,526+55.4% | $5,416+288.2% | $13,526+55.4% |
| Participant deferral / active EE | $32,865 | $9,348+251.6% | $10,153+223.7% | $9,348+251.6% |
| Admin fee / account holder | $0 | $100,511-100.0% | $1,634-100.0% | $100,511-100.0% |