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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 | $707,850 | $210,343+236.5% | $153,476+361.2% | $145,978+384.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 62.19% | 13.38%+48.8pp | 15.66%+46.5pp | 550.52%-488.3pp |
| Employer contribution / active EE | $0 | $6,047-100.0% | $5,038-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $7,977-100.0% | $6,759-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $19,424-100.0% | $12,729-100.0% | $13,400-100.0% |