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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 | $376,877 | $142,354+164.7% | $125,529+200.2% | $155,188+142.9% |
| Participation rate | 71.4% | 78.1%-6.6pp | 74.7%-3.3pp | 80.8%-9.4pp |
| Annual return | 12.53% | 306.06%-293.5pp | 202.56%-190.0pp | 148.84%-136.3pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $19,392-100.0% | $16,298-100.0% | $14,480-100.0% |