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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 | $436,910 | $202,342+115.9% | $172,752+152.9% | $152,897+185.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.78% | 1029.83%-1006.0pp | 802.97%-779.2pp | 345.43%-321.6pp |
| Employer contribution / active EE | $6,408 | $5,858+9.4% | $5,144+24.6% | $4,764+34.5% |
| Participant deferral / active EE | $15,125 | $5,948+154.3% | $5,198+191.0% | $5,851+158.5% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |