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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 | $478,832 | $156,318+206.3% | $145,433+229.2% | - |
| Participation rate | 0.0% | 68.6%-68.6pp | 82.1%-82.1pp | - |
| Annual return | 15.21% | 26.27%-11.1pp | 66.58%-51.4pp | - |
| Employer contribution / active EE | $0 | $3,387-100.0% | $4,554-100.0% | - |
| Participant deferral / active EE | $0 | $6,196-100.0% | $7,897-100.0% | - |
| Admin fee / account holder | $0 | $8,746-100.0% | $13,129-100.0% | - |