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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 | $321,801 | $202,342+59.0% | $172,752+86.3% | $152,897+110.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.14% | 1029.83%-1011.7pp | 802.97%-784.8pp | 345.43%-327.3pp |
| Employer contribution / active EE | $18,104 | $5,858+209.1% | $5,144+251.9% | $4,764+280.1% |
| Participant deferral / active EE | $11,569 | $5,948+94.5% | $5,198+122.6% | $5,851+97.7% |
| Admin fee / account holder | -$92 | $17,111-100.5% | $13,955-100.7% | $11,599-100.8% |