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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 | $301,999 | $113,174+166.8% | - | $145,897+107.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | - | 80.3%+19.7pp |
| Annual return | 23.74% | 21.70%+2.0pp | - | 552.29%-528.5pp |
| Employer contribution / active EE | $0 | $5,760-100.0% | - | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,566-100.0% | - | $6,689-100.0% |
| Admin fee / account holder | $270 | $6,302-95.7% | - | $13,390-98.0% |