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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 | $477,267 | $202,460+135.7% | $169,385+181.8% | $139,456+242.2% |
| Participation rate | 0.0% | 81.1%-81.1pp | 77.2%-77.2pp | 80.3%-80.3pp |
| Annual return | 19.31% | 532.07%-512.8pp | 405.82%-386.5pp | 373.45%-354.1pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $10,719-100.0% | $9,011-100.0% | $11,407-100.0% |