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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 | $1,543,765 | $148,582+939.0% | $135,942+1035.6% | $139,456+1007.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 93.71% | 79.26%+14.5pp | 68.28%+25.4pp | 373.45%-279.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,758 | $8,101-41.3% | $7,759-38.7% | $6,711-29.1% |
| Admin fee / account holder | $19 | $12,402-99.8% | $10,764-99.8% | $11,407-99.8% |