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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 | $277,667 | $160,028+73.5% | $147,080+88.8% | $145,884+90.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 428.35% | 98.60%+329.8pp | 420.17%+8.2pp | 551.85%-123.5pp |
| Employer contribution / active EE | $5,223 | $5,286-1.2% | $4,933+5.9% | $4,662+12.0% |
| Participant deferral / active EE | $18,960 | $8,422+125.1% | $8,066+135.1% | $6,690+183.4% |
| Admin fee / account holder | $31 | $15,030-99.8% | $12,989-99.8% | $13,392-99.8% |