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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 | $434,867 | $669,896-35.1% | $603,244-27.9% | $669,896-35.1% |
| Participation rate | 100.0% | 90.5%+9.5pp | 100.0%0pp | 90.5%+9.5pp |
| Annual return | 23.08% | 11.25%+11.8pp | 11.97%+11.1pp | 11.25%+11.8pp |
| Employer contribution / active EE | $29,580 | $23,407+26.4% | $46,739-36.7% | $23,407+26.4% |
| Participant deferral / active EE | $0 | $8,339-100.0% | $0 | $8,339-100.0% |
| Admin fee / account holder | $0 | $52,310-100.0% | $0 | $52,310-100.0% |