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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 | $329,796 | $554,306-40.5% | $165,764+99.0% | $554,306-40.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 75.0%+25.0pp | 84.6%+15.4pp |
| Annual return | 8.45% | 10.47%-2.0pp | 12.05%-3.6pp | 10.47%-2.0pp |
| Employer contribution / active EE | $0 | $25,289-100.0% | $8,536-100.0% | $25,289-100.0% |
| Participant deferral / active EE | $0 | $3,690-100.0% | $5,534-100.0% | $3,690-100.0% |
| Admin fee / account holder | $0 | $49,540-100.0% | $33,661-100.0% | $49,540-100.0% |