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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 | $627,296 | $152,587+311.1% | $125,175+401.1% | $152,870+310.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 11.03% | 54.84%-43.8pp | 43.79%-32.8pp | 345.34%-334.3pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,850-100.0% |
| Admin fee / account holder | $15 | $13,434-99.9% | $9,702-99.8% | $11,597-99.9% |