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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 | $2,192,183 | $158,393+1284.0% | $143,412+1428.6% | $155,188+1312.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 78.5%+21.5pp | 80.8%+19.2pp |
| Annual return | 20.44% | 324.22%-303.8pp | 256.99%-236.5pp | 148.84%-128.4pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $3,748-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $25,466 | $7,193+254.0% | $6,816+273.6% | $6,531+289.9% |
| Admin fee / account holder | $0 | $12,964-100.0% | $11,396-100.0% | $14,480-100.0% |