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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 | $304,089 | $531,493-42.8% | $108,671+179.8% | $531,493-42.8% |
| Participation rate | 100.0% | 86.9%+13.1pp | 83.6%+16.4pp | 86.9%+13.1pp |
| Annual return | 4.84% | 9.82%-5.0pp | 4.39%+0.4pp | 9.82%-5.0pp |
| Employer contribution / active EE | $0 | $22,221-100.0% | $4,751-100.0% | $22,221-100.0% |
| Participant deferral / active EE | $0 | $6,107-100.0% | $4,166-100.0% | $6,107-100.0% |
| Admin fee / account holder | $0 | $42,466-100.0% | $336-100.0% | $42,466-100.0% |