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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 | $352,112 | $202,342+74.0% | $172,752+103.8% | $152,897+130.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.57% | 1029.83%-1007.3pp | 802.97%-780.4pp | 345.43%-322.9pp |
| Employer contribution / active EE | $26,950 | $5,858+360.1% | $5,144+423.9% | $4,764+465.8% |
| Participant deferral / active EE | $50,000 | $5,948+740.6% | $5,198+862.0% | $5,851+754.5% |
| Admin fee / account holder | $237 | $17,111-98.6% | $13,955-98.3% | $11,599-98.0% |