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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 | $334,528 | $479,618-30.3% | $209,754+59.5% | $479,618-30.3% |
| Participation rate | 100.0% | 89.3%+10.7pp | 50.0%+50.0pp | 89.3%+10.7pp |
| Annual return | 0.00% | 101.32%-101.3pp | -16.96%+17.0pp | 101.32%-101.3pp |
| Employer contribution / active EE | $27,500 | $22,484+22.3% | $27,5000% | $22,484+22.3% |
| Participant deferral / active EE | $0 | $7,699-100.0% | - | $7,699-100.0% |
| Admin fee / account holder | $0 | $12,520-100.0% | $0 | $12,520-100.0% |