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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 | $465,263 | $140,592+230.9% | $123,106+277.9% | $125,388+271.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 2.55% | 16.80%-14.2pp | 13.22%-10.7pp | 282.24%-279.7pp |
| Employer contribution / active EE | $18,053 | $6,041+198.8% | $5,151+250.5% | $4,866+271.0% |
| Participant deferral / active EE | $7,801 | $6,980+11.8% | $6,229+25.2% | $5,352+45.8% |
| Admin fee / account holder | $1 | $11,198-100.0% | $9,015-100.0% | $9,541-100.0% |