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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 | $223,929+144.9% | $548,4680% | $223,929+144.9% |
| Participation rate | 100.0% | 92.9%+7.1pp | 100.0%0pp | 92.9%+7.1pp |
| Annual return | 15.15% | 7.04%+8.1pp | -3.80%+18.9pp | 7.04%+8.1pp |
| Employer contribution / active EE | $0 | $11,707-100.0% | $15,226-100.0% | $11,707-100.0% |
| Participant deferral / active EE | $26,750 | $8,889+200.9% | $11,528+132.0% | $8,889+200.9% |
| Admin fee / account holder | $0 | $71,143-100.0% | $884,288-100.0% | $71,143-100.0% |