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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 | $313,285 | $479,618-34.7% | $235,334+33.1% | $479,618-34.7% |
| Participation rate | 100.0% | 89.3%+10.7pp | 100.0%0pp | 89.3%+10.7pp |
| Annual return | 33.48% | 101.32%-67.8pp | 7.00%+26.5pp | 101.32%-67.8pp |
| Employer contribution / active EE | $0 | $22,484-100.0% | $8,006-100.0% | $22,484-100.0% |
| Participant deferral / active EE | $0 | $7,699-100.0% | $0 | $7,699-100.0% |
| Admin fee / account holder | $0 | $12,520-100.0% | $756-100.0% | $12,520-100.0% |