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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 | $372,145 | $202,342+83.9% | $172,753+115.4% | $152,909+143.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.04% | 1029.88%-1003.8pp | 803.00%-777.0pp | 345.46%-319.4pp |
| Employer contribution / active EE | $3,547 | $5,857-39.4% | $5,144-31.0% | $4,764-25.5% |
| Participant deferral / active EE | $6,653 | $5,948+11.9% | $5,198+28.0% | $5,851+13.7% |
| Admin fee / account holder | $13 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |