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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 | $1,286,375 | $167,362+668.6% | $143,799+794.6% | $134,532+856.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -0.85% | 0.47%-1.3pp | -0.04%-0.8pp | 418.27%-419.1pp |
| Employer contribution / active EE | $42,500 | $5,620+656.2% | $4,952+758.2% | $4,741+796.4% |
| Participant deferral / active EE | $2,167 | $6,447-66.4% | $5,638-61.6% | $6,401-66.2% |
| Admin fee / account holder | $34 | $18,094-99.8% | $14,677-99.8% | $11,429-99.7% |