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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 | $600,907 | $183,516+227.4% | $155,534+286.3% | $145,884+311.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.10% | 61.43%-50.3pp | 64.92%-53.8pp | 551.85%-540.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,237 | $6,467+42.8% | $5,630+64.1% | $6,690+38.1% |
| Admin fee / account holder | $59 | $19,293-99.7% | $15,900-99.6% | $13,392-99.6% |