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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 | $333,613 | $137,256+143.1% | $333,6130% | $137,256+143.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 100.0%0pp | 80.0%+20.0pp |
| Annual return | 15.07% | 220.34%-205.3pp | 15.07%0pp | 220.34%-205.3pp |
| Employer contribution / active EE | $0 | $4,156-100.0% | - | $4,156-100.0% |
| Participant deferral / active EE | $0 | $6,407-100.0% | - | $6,407-100.0% |
| Admin fee / account holder | $0 | $12,270-100.0% | $0 | $12,270-100.0% |