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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 | $337,138 | $859,867-60.8% | $304,630+10.7% | $859,867-60.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 67.9%+32.1pp | 85.0%+15.0pp |
| Annual return | 23.25% | 11.50%+11.8pp | 11.64%+11.6pp | 11.50%+11.8pp |
| Employer contribution / active EE | $0 | $22,247-100.0% | $29,469-100.0% | $22,247-100.0% |
| Participant deferral / active EE | $0 | $7,004-100.0% | $4,558-100.0% | $7,004-100.0% |
| Admin fee / account holder | $20 | $31,890-99.9% | $6,638-99.7% | $31,890-99.9% |