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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 | $371,656 | $66,223+461.2% | - | $152,897+143.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | - | 82.5%+17.5pp |
| Annual return | 20.41% | 27.69%-7.3pp | - | 345.43%-325.0pp |
| Employer contribution / active EE | $0 | $2,777-100.0% | - | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,140-100.0% | - | $5,851-100.0% |
| Admin fee / account holder | $0 | $4,664-100.0% | - | $11,599-100.0% |