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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 | $441,362 | $202,342+118.1% | $172,752+155.5% | $152,897+188.7% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 19.66% | 1029.83%-1010.2pp | 802.97%-783.3pp | 345.43%-325.8pp |
| Employer contribution / active EE | $17,785 | $5,858+203.6% | $5,144+245.7% | $4,764+273.4% |
| Participant deferral / active EE | $15,066 | $5,948+153.3% | $5,198+189.9% | $5,851+157.5% |
| Admin fee / account holder | $51 | $17,111-99.7% | $13,955-99.6% | $11,599-99.6% |