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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 | $451,593 | $101,828+343.5% | - | $158,950+184.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | - | 82.0%+18.0pp |
| Annual return | 22.27% | 35.92%-13.7pp | - | 302.91%-280.6pp |
| Employer contribution / active EE | $0 | $3,754-100.0% | - | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,834-100.0% | - | $5,983-100.0% |
| Admin fee / account holder | $0 | $2,885-100.0% | - | $11,248-100.0% |