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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 | $375,787 | $175,036+114.7% | $93,063+303.8% | - |
| Participation rate | 0.0% | 60.2%-60.2pp | 72.1%-72.1pp | - |
| Annual return | 11.21% | 15.04%-3.8pp | 34.15%-22.9pp | - |
| Employer contribution / active EE | $0 | $1,949-100.0% | $2,476-100.0% | - |
| Participant deferral / active EE | $0 | $3,720-100.0% | $3,958-100.0% | - |
| Admin fee / account holder | $0 | $23,923-100.0% | $6,033-100.0% | - |