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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 | $288,111 | $209,874+37.3% | $189,537+52.0% | $167,536+72.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.72% | 748.61%-735.9pp | 555.34%-542.6pp | 478.82%-466.1pp |
| Employer contribution / active EE | $6,635 | $6,913-4.0% | $6,161+7.7% | $4,839+37.1% |
| Participant deferral / active EE | $16,112 | $8,934+80.4% | $8,220+96.0% | $6,342+154.0% |
| Admin fee / account holder | $1 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |