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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 | $415,625 | $180,576+130.2% | $147,080+182.6% | - |
| Participation rate | 0.0% | 77.3%-77.3pp | 82.2%-82.2pp | - |
| Annual return | 14.11% | 11.77%+2.3pp | 420.17%-406.1pp | - |
| Employer contribution / active EE | $0 | $3,313-100.0% | $4,933-100.0% | - |
| Participant deferral / active EE | $0 | $6,942-100.0% | $8,066-100.0% | - |
| Admin fee / account holder | $0 | $27,717-100.0% | $12,989-100.0% | - |