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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 | $379,218 | $240,714+57.5% | $379,2180% | $240,714+57.5% |
| Participation rate | 100.0% | 91.7%+8.3pp | 100.0%0pp | 91.7%+8.3pp |
| Annual return | 44.33% | 6.51%+37.8pp | 12.75%+31.6pp | 6.51%+37.8pp |
| Employer contribution / active EE | $4,000 | $13,526-70.4% | $4,0000% | $13,526-70.4% |
| Participant deferral / active EE | $4,000 | $9,348-57.2% | $17,500-77.1% | $9,348-57.2% |
| Admin fee / account holder | $0 | $100,511-100.0% | - | $100,511-100.0% |