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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 | $919,563 | $305,925+200.6% | $178,503+415.2% | - |
| Participation rate | 0.0% | 64.3%-64.3pp | 81.9%-81.9pp | - |
| Annual return | 3.81% | 10.58%-6.8pp | 151.12%-147.3pp | - |
| Employer contribution / active EE | $0 | $2,545-100.0% | $5,011-100.0% | - |
| Participant deferral / active EE | $0 | $2,511-100.0% | $5,202-100.0% | - |
| Admin fee / account holder | $6 | $21,071-100.0% | $13,987-100.0% | - |