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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 | $360,003 | $575,287-37.4% | $531,348-32.2% | $575,287-37.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 80.0%+20.0pp | 88.5%+11.5pp |
| Annual return | 21.40% | 7.52%+13.9pp | 17.24%+4.2pp | 7.52%+13.9pp |
| Employer contribution / active EE | $0 | $26,761-100.0% | $33,360-100.0% | $26,761-100.0% |
| Participant deferral / active EE | $23,750 | $6,006+295.4% | $5,021+373.0% | $6,006+295.4% |
| Admin fee / account holder | $0 | $17,721-100.0% | $8,384-100.0% | $17,721-100.0% |