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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 | $318,817 | $171,867+85.5% | $149,721+112.9% | $147,586+116.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.98% | 2113.36%-2090.4pp | 1501.67%-1478.7pp | 578.59%-555.6pp |
| Employer contribution / active EE | $8,028 | $6,275+28.0% | $5,444+47.5% | $4,876+64.6% |
| Participant deferral / active EE | $6,618 | $7,270-9.0% | $6,568+0.8% | $5,439+21.7% |
| Admin fee / account holder | $6 | $13,799-100.0% | $11,282-100.0% | $10,886-99.9% |