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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 | $148,623+938.7% | $135,974+1035.3% | $139,466+1006.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 93.71% | 79.30%+14.4pp | 68.30%+25.4pp | 373.66%-280.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,758 | $8,103-41.3% | $7,760-38.7% | $6,712-29.1% |
| Admin fee / account holder | $19 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |