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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 | $534,708 | $532,482+0.4% | $532,482+0.4% | $430,769+24.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 88.5%+11.5pp | 90.6%+9.4pp |
| Annual return | 4.72% | -1.45%+6.2pp | 0.55%+4.2pp | 10.77%-6.0pp |
| Employer contribution / active EE | $53,000 | $37,690+40.6% | $37,690+40.6% | $26,022+103.7% |
| Participant deferral / active EE | $14,039 | $3,301+325.3% | $3,301+325.3% | $6,968+101.5% |
| Admin fee / account holder | $1 | $1,977-99.9% | $1,977-99.9% | $18,309-100.0% |