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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 | $288,552 | $101,492+184.3% | - | $167,536+72.2% |
| Participation rate | 100.0% | 70.2%+29.8pp | - | 82.1%+17.9pp |
| Annual return | 12.93% | 15.60%-2.7pp | - | 478.82%-465.9pp |
| Employer contribution / active EE | $0 | $3,097-100.0% | - | $4,839-100.0% |
| Participant deferral / active EE | $0 | $4,671-100.0% | - | $6,342-100.0% |
| Admin fee / account holder | $54 | $3,211-98.3% | - | $12,315-99.6% |