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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 | $411,528 | $564,480-27.1% | $238,250+72.7% | $564,480-27.1% |
| Participation rate | 100.0% | 89.1%+10.9pp | 75.0%+25.0pp | 89.1%+10.9pp |
| Annual return | 0.00% | -14.07%+14.1pp | 0.80%-0.8pp | -14.07%+14.1pp |
| Employer contribution / active EE | $30,500 | $29,221+4.4% | $30,5000% | $29,221+4.4% |
| Participant deferral / active EE | $0 | $5,729-100.0% | - | $5,729-100.0% |
| Admin fee / account holder | $0 | $27,140-100.0% | $10,940-100.0% | $27,140-100.0% |