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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 | $567,263 | $60,813+832.8% | - | $134,532+321.7% |
| Participation rate | 100.0% | 67.1%+32.9pp | - | 81.2%+18.8pp |
| Annual return | -17.16% | -10.69%-6.5pp | - | 418.27%-435.4pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | - | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,132-100.0% | - | $6,401-100.0% |
| Admin fee / account holder | $0 | $4,065-100.0% | - | $11,429-100.0% |