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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 | $306,501 | $859,867-64.4% | $488,643-37.3% | $859,867-64.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 92.3%+7.7pp | 85.0%+15.0pp |
| Annual return | 16.67% | 11.50%+5.2pp | 12.77%+3.9pp | 11.50%+5.2pp |
| Employer contribution / active EE | $0 | $22,247-100.0% | $31,501-100.0% | $22,247-100.0% |
| Participant deferral / active EE | $20,868 | $7,004+197.9% | $11,356+83.8% | $7,004+197.9% |
| Admin fee / account holder | $0 | $31,890-100.0% | $3,596-100.0% | $31,890-100.0% |