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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 | $378,177 | $287,456+31.6% | $170,435+121.9% | - |
| Participation rate | 0.0% | 60.6%-60.6pp | 83.6%-83.6pp | - |
| Annual return | 2.92% | 6.06%-3.1pp | 205.94%-203.0pp | - |
| Employer contribution / active EE | $0 | $2,242-100.0% | $5,432-100.0% | - |
| Participant deferral / active EE | $0 | $2,113-100.0% | $4,939-100.0% | - |
| Admin fee / account holder | $0 | $39,812-100.0% | $13,881-100.0% | - |