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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 | $366,519 | $166,020+120.8% | $164,866+122.3% | $145,959+151.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.99% | 100.08%-90.1pp | 69.97%-60.0pp | 561.95%-552.0pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $21,084 | $6,961+202.9% | $6,033+249.5% | $6,689+215.2% |
| Admin fee / account holder | $288 | $16,644-98.3% | $12,689-97.7% | $13,398-97.9% |