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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 | $314,786 | $474,542-33.7% | $134,649+133.8% | $474,542-33.7% |
| Participation rate | 100.0% | 87.2%+12.8pp | 92.9%+7.1pp | 87.2%+12.8pp |
| Annual return | 17.37% | 7.51%+9.9pp | 15.18%+2.2pp | 7.51%+9.9pp |
| Employer contribution / active EE | $0 | $27,752-100.0% | $11,255-100.0% | $27,752-100.0% |
| Participant deferral / active EE | $0 | $6,403-100.0% | $4,521-100.0% | $6,403-100.0% |
| Admin fee / account holder | $0 | $6,133-100.0% | $84-100.0% | $6,133-100.0% |