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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 | $458,476 | $140,592+226.1% | $123,106+272.4% | $125,388+265.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.26% | 16.80%-18.1pp | 13.22%-14.5pp | 282.24%-283.5pp |
| Employer contribution / active EE | $2,015 | $6,041-66.6% | $5,151-60.9% | $4,866-58.6% |
| Participant deferral / active EE | $20,500 | $6,980+193.7% | $6,229+229.1% | $5,352+283.1% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,541-100.0% |