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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 | $1,629,159 | $197,819+723.6% | $155,789+945.7% | $125,393+1199.2% |
| Participation rate | 0.0% | 82.1%-82.1pp | 76.1%-76.1pp | 83.2%-83.2pp |
| Annual return | 6.81% | 86.73%-79.9pp | 71.54%-64.7pp | 282.23%-275.4pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,351-100.0% |
| Admin fee / account holder | $19 | $9,544-99.8% | $7,477-99.7% | $9,541-99.8% |