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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 | $427,071 | $171,867+148.5% | $149,721+185.2% | $147,586+189.4% |
| Participation rate | 90.9% | 88.2%+2.7pp | 87.1%+3.8pp | 82.8%+8.1pp |
| Annual return | 19.80% | 2113.36%-2093.6pp | 1501.67%-1481.9pp | 578.59%-558.8pp |
| Employer contribution / active EE | $16,014 | $6,275+155.2% | $5,444+194.1% | $4,876+228.4% |
| Participant deferral / active EE | $17,105 | $7,270+135.3% | $6,568+160.4% | $5,439+214.5% |
| Admin fee / account holder | $121 | $13,799-99.1% | $11,282-98.9% | $10,886-98.9% |