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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 | $848,472 | $58,908+1340.3% | $82,744+925.4% | - |
| Participation rate | 0.0% | 68.0%-68.0pp | 72.6%-72.6pp | - |
| Annual return | -1.86% | -8.97%+7.1pp | 702.22%-704.1pp | - |
| Employer contribution / active EE | $0 | $1,912-100.0% | $3,008-100.0% | - |
| Participant deferral / active EE | $0 | $2,996-100.0% | $4,395-100.0% | - |
| Admin fee / account holder | $0 | $4,022-100.0% | $5,325-100.0% | - |