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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 | $1,786,073 | $241,321+640.1% | $233,038+666.4% | $484,799+268.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 76.1%+23.9pp | 91.1%+8.9pp |
| Annual return | 1.17% | 0.12%+1.1pp | 2.25%-1.1pp | 5.95%-4.8pp |
| Employer contribution / active EE | $36,000 | $5,818+518.8% | $5,162+597.4% | $27,493+30.9% |
| Participant deferral / active EE | $0 | $3,592-100.0% | $3,018-100.0% | $6,572-100.0% |
| Admin fee / account holder | $0 | $21,151-100.0% | $20,161-100.0% | $18,209-100.0% |