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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 | $1,380,492 | $209,422+559.2% | $178,503+673.4% | $158,982+768.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.97% | 188.81%-167.8pp | 151.12%-130.1pp | 302.99%-282.0pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $20,000 | $5,955+235.9% | $5,202+284.4% | $5,983+234.3% |
| Admin fee / account holder | $25 | $17,079-99.9% | $13,987-99.8% | $11,252-99.8% |