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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 | $924,162 | $86,701+965.9% | $73,309+1160.6% | $125,389+637.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 6.57% | 2.78%+3.8pp | 5.67%+0.9pp | 282.24%-275.7pp |
| Employer contribution / active EE | $17,037 | $4,152+310.3% | $3,237+426.3% | $4,866+250.1% |
| Participant deferral / active EE | $15,428 | $5,549+178.0% | $4,991+209.1% | $5,352+188.3% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |