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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 | $1,148,353 | $167,353+586.2% | $143,797+698.6% | $134,545+753.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -0.27% | 0.48%-0.8pp | -0.04%-0.2pp | 418.37%-418.6pp |
| Employer contribution / active EE | $8,462 | $5,620+50.6% | $4,952+70.9% | $4,742+78.5% |
| Participant deferral / active EE | $9,395 | $6,447+45.7% | $5,638+66.6% | $6,401+46.8% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |