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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 | $1,140,768 | $167,504+581.0% | $151,628+652.3% | $134,509+748.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.01% | 7.81%-24.8pp | 3.34%-20.4pp | 418.13%-435.1pp |
| Employer contribution / active EE | $4,278 | $6,828-37.3% | $6,165-30.6% | $4,741-9.8% |
| Participant deferral / active EE | $30,500 | $8,985+239.5% | $8,363+264.7% | $6,400+376.5% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |