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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 | $406,395 | $101,342+301.0% | - | $158,966+155.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | - | 82.0%+18.0pp |
| Annual return | 13.15% | 35.92%-22.8pp | - | 302.95%-289.8pp |
| Employer contribution / active EE | $0 | $3,741-100.0% | - | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,815-100.0% | - | $5,983-100.0% |
| Admin fee / account holder | $0 | $2,869-100.0% | - | $11,250-100.0% |