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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 | $377,765 | $151,490+149.4% | $120,580+213.3% | - |
| Participation rate | 0.0% | 67.5%-67.5pp | 72.0%-72.0pp | - |
| Annual return | 17.75% | 14.17%+3.6pp | 107.48%-89.7pp | - |
| Employer contribution / active EE | $0 | $2,542-100.0% | $3,469-100.0% | - |
| Participant deferral / active EE | $0 | $4,237-100.0% | $4,995-100.0% | - |
| Admin fee / account holder | $0 | $25,345-100.0% | $9,418-100.0% | - |