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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 | $781,867 | $202,342+286.4% | $172,752+352.6% | $152,897+411.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.27% | 1029.83%-1007.6pp | 802.97%-780.7pp | 345.43%-323.2pp |
| Employer contribution / active EE | $10,072 | $5,858+71.9% | $5,144+95.8% | $4,764+111.4% |
| Participant deferral / active EE | $13,732 | $5,948+130.9% | $5,198+164.2% | $5,851+134.7% |
| Admin fee / account holder | $52 | $17,111-99.7% | $13,955-99.6% | $11,599-99.6% |