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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 | $198,217+89.6% | $114,563+228.0% | - |
| Participation rate | 0.0% | 59.1%-59.1pp | 72.9%-72.9pp | - |
| Annual return | 11.21% | 9.45%+1.8pp | 241.09%-229.9pp | - |
| Employer contribution / active EE | $0 | $1,858-100.0% | $2,592-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $4,142-100.0% | - |
| Admin fee / account holder | $0 | $27,022-100.0% | $7,623-100.0% | - |