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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 | $1,956,665 | $160,028+1122.7% | $147,080+1230.3% | $145,884+1241.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.44% | 98.60%-78.2pp | 420.17%-399.7pp | 551.85%-531.4pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $15,250 | $8,422+81.1% | $8,066+89.1% | $6,690+128.0% |
| Admin fee / account holder | $109 | $15,030-99.3% | $12,989-99.2% | $13,392-99.2% |