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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 | $280,999 | $202,342+38.9% | $172,753+62.7% | $152,909+83.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.07% | 1029.88%-1007.8pp | 803.00%-780.9pp | 345.46%-323.4pp |
| Employer contribution / active EE | $5,880 | $5,857+0.4% | $5,144+14.3% | $4,764+23.4% |
| Participant deferral / active EE | $4,856 | $5,948-18.4% | $5,198-6.6% | $5,851-17.0% |
| Admin fee / account holder | $106 | $17,112-99.4% | $13,956-99.2% | $11,601-99.1% |