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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 | $367,757 | $282,363+30.2% | $129,129+184.8% | $282,363+30.2% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.0%+20.0pp | 81.3%+18.7pp |
| Annual return | 11.51% | 12.99%-1.5pp | 10.01%+1.5pp | 12.99%-1.5pp |
| Employer contribution / active EE | $0 | $11,682-100.0% | $2,123-100.0% | $11,682-100.0% |
| Participant deferral / active EE | $0 | $6,051-100.0% | $5,857-100.0% | $6,051-100.0% |
| Admin fee / account holder | $0 | $27,645-100.0% | $3,024-100.0% | $27,645-100.0% |