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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 | $548,468 | $243,530+125.2% | $361,282+51.8% | $243,530+125.2% |
| Participation rate | 100.0% | 93.6%+6.4pp | 100.0%0pp | 93.6%+6.4pp |
| Annual return | 15.15% | 7.91%+7.2pp | 2.54%+12.6pp | 7.91%+7.2pp |
| Employer contribution / active EE | $0 | $20,023-100.0% | $40,358-100.0% | $20,023-100.0% |
| Participant deferral / active EE | $26,750 | $11,300+136.7% | $8,283+223.0% | $11,300+136.7% |
| Admin fee / account holder | $0 | $64,087-100.0% | $444,155-100.0% | $64,087-100.0% |