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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 | $531,662 | $165,381+221.5% | $149,730+255.1% | $158,966+234.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.99% | 348.29%-329.3pp | 276.70%-257.7pp | 302.95%-284.0pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $13,853 | $7,182+92.9% | $6,843+102.5% | $5,983+131.5% |
| Admin fee / account holder | $1 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |