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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 | $725,853 | $335,055+116.6% | $150,298+382.9% | - |
| Participation rate | 0.0% | 50.7%-50.7pp | 77.8%-77.8pp | - |
| Annual return | 6.50% | 11.52%-5.0pp | 62.79%-56.3pp | - |
| Employer contribution / active EE | $0 | $931-100.0% | $4,154-100.0% | - |
| Participant deferral / active EE | $0 | $1,801-100.0% | $5,453-100.0% | - |
| Admin fee / account holder | $0 | $66,580-100.0% | $14,116-100.0% | - |