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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 | $917,034 | $318,460+188.0% | $197,124+365.2% | - |
| Participation rate | 0.0% | 81.2%-81.2pp | 86.7%-86.7pp | - |
| Annual return | 4.01% | 15.33%-11.3pp | 44.34%-40.3pp | - |
| Employer contribution / active EE | $0 | $3,599-100.0% | $6,227-100.0% | - |
| Participant deferral / active EE | $0 | $6,762-100.0% | $9,135-100.0% | - |
| Admin fee / account holder | $0 | $8,335-100.0% | $16,298-100.0% | - |