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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 | $510,691 | $391,394+30.5% | $342,983+48.9% | $461,066+10.8% |
| Participation rate | 100.0% | 89.0%+11.0pp | 88.2%+11.8pp | 87.7%+12.3pp |
| Annual return | 17.67% | -3.77%+21.4pp | -2.60%+20.3pp | 484.84%-467.2pp |
| Employer contribution / active EE | $0 | $8,803-100.0% | $7,825-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $6,244-100.0% | $6,109-100.0% | $6,032-100.0% |
| Admin fee / account holder | $0 | $23,519-100.0% | $22,391-100.0% | $28,147-100.0% |