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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 | $329,299 | $483,246-31.9% | $438,665-24.9% | $483,246-31.9% |
| Participation rate | 100.0% | 93.7%+6.3pp | 100.0%0pp | 93.7%+6.3pp |
| Annual return | 19.36% | 24.97%-5.6pp | 7.00%+12.4pp | 24.97%-5.6pp |
| Employer contribution / active EE | $22,960 | $28,334-19.0% | $22,480+2.1% | $28,334-19.0% |
| Participant deferral / active EE | $0 | $7,967-100.0% | - | $7,967-100.0% |
| Admin fee / account holder | $0 | $20,852-100.0% | $1,935-100.0% | $20,852-100.0% |