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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 | $1,173,391 | $211,946+453.6% | $169,452+592.5% | $135,379+766.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 1.84% | 3.26%-1.4pp | 1.83%0pp | 519.79%-518.0pp |
| Employer contribution / active EE | $29,444 | $5,117+475.4% | $4,157+608.3% | $4,779+516.1% |
| Participant deferral / active EE | $18,113 | $6,075+198.1% | $5,277+243.2% | $5,609+222.9% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |