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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 | $1,196,258 | $105,158+1037.6% | $94,672+1163.6% | $139,487+757.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 22.27% | 38.11%-15.8pp | 156.89%-134.6pp | 373.84%-351.6pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,407-100.0% |