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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 | $395,554 | $259,158+52.6% | $208,041+90.1% | $259,158+52.6% |
| Participation rate | 100.0% | 95.8%+4.2pp | 100.0%0pp | 95.8%+4.2pp |
| Annual return | 2.08% | 5.38%-3.3pp | 3.50%-1.4pp | 5.38%-3.3pp |
| Employer contribution / active EE | $16,820 | $22,268-24.5% | $16,404+2.5% | $22,268-24.5% |
| Participant deferral / active EE | $2,320 | $4,649-50.1% | $3,084-24.8% | $4,649-50.1% |
| Admin fee / account holder | $0 | $9,035-100.0% | $8,593-100.0% | $9,035-100.0% |