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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 | $524,594 | $334,829+56.7% | $152,093+244.9% | - |
| Participation rate | 0.0% | 49.1%-49.1pp | 77.8%-77.8pp | - |
| Annual return | 9.68% | 11.73%-2.0pp | 66.36%-56.7pp | - |
| Employer contribution / active EE | $0 | $938-100.0% | $4,175-100.0% | - |
| Participant deferral / active EE | $0 | $1,779-100.0% | $5,451-100.0% | - |
| Admin fee / account holder | $0 | $73,095-100.0% | $14,497-100.0% | - |