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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 | $264,375 | $202,342+30.7% | $172,752+53.0% | $152,897+72.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.75% | 1029.83%-1012.1pp | 802.97%-785.2pp | 345.43%-327.7pp |
| Employer contribution / active EE | $20,312 | $5,858+246.8% | $5,144+294.9% | $4,764+326.4% |
| Participant deferral / active EE | $12,760 | $5,948+114.5% | $5,198+145.5% | $5,851+118.1% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |