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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 | $957,726 | $85,298+1022.8% | $90,161+962.2% | - |
| Participation rate | 0.0% | 70.9%-70.9pp | 76.9%-76.9pp | - |
| Annual return | 3.71% | 7.88%-4.2pp | 34.89%-31.2pp | - |
| Employer contribution / active EE | $0 | $1,460-100.0% | $3,318-100.0% | - |
| Participant deferral / active EE | $0 | $4,522-100.0% | $5,287-100.0% | - |
| Admin fee / account holder | $0 | $1,320-100.0% | $5,943-100.0% | - |