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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 | $1,408,366 | $70,366+1901.5% | $66,674+2012.3% | $138,895+914.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.32% | 386.41%-369.1pp | 321.24%-303.9pp | 145.39%-128.1pp |
| Employer contribution / active EE | $30,430 | $2,765+1000.5% | $2,620+1061.4% | $4,194+625.5% |
| Participant deferral / active EE | $18,041 | $4,374+312.5% | $4,084+341.7% | $6,396+182.1% |
| Admin fee / account holder | $73 | $5,262-98.6% | $5,098-98.6% | $12,562-99.4% |