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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 | $453,079 | $468,795-3.4% | $468,815-3.4% | $468,795-3.4% |
| Participation rate | 100.0% | 85.1%+14.9pp | 85.7%+14.3pp | 85.1%+14.9pp |
| Annual return | 18.56% | 39.95%-21.4pp | 6.47%+12.1pp | 39.95%-21.4pp |
| Employer contribution / active EE | $0 | $28,085-100.0% | $45,376-100.0% | $28,085-100.0% |
| Participant deferral / active EE | $26,250 | $10,110+159.7% | $6,698+291.9% | $10,110+159.7% |
| Admin fee / account holder | $0 | $8,110-100.0% | $10,236-100.0% | $8,110-100.0% |