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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 | $284,129 | $202,342+40.4% | $172,752+64.5% | $152,897+85.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.93% | 1029.83%-1008.9pp | 802.97%-782.0pp | 345.43%-324.5pp |
| Employer contribution / active EE | $4,880 | $5,858-16.7% | $5,144-5.1% | $4,764+2.4% |
| Participant deferral / active EE | $25,000 | $5,948+320.3% | $5,198+381.0% | $5,851+327.3% |
| Admin fee / account holder | $270 | $17,111-98.4% | $13,955-98.1% | $11,599-97.7% |