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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 | $1,997,849 | $107,733+1754.4% | $92,985+2048.6% | $154,746+1191.1% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 9.51% | 30.39%-20.9pp | 27.99%-18.5pp | 172.34%-162.8pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,053-100.0% | $4,377-100.0% | $6,730-100.0% |
| Admin fee / account holder | $87 | $11,369-99.2% | $9,463-99.1% | $14,365-99.4% |