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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 | $295,649 | $676,477-56.3% | $133,975+120.7% | - |
| Participation rate | 0.0% | 86.1%-86.1pp | 87.1%-87.1pp | - |
| Annual return | 10.71% | 1.79%+8.9pp | 29.29%-18.6pp | - |
| Employer contribution / active EE | $0 | $3,505-100.0% | $5,211-100.0% | - |
| Participant deferral / active EE | $0 | $5,893-100.0% | $6,282-100.0% | - |
| Admin fee / account holder | $23 | $42,217-99.9% | $9,324-99.7% | - |