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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 | $342,866 | $202,342+69.4% | $172,752+98.5% | $152,897+124.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 30.14% | 1029.83%-999.7pp | 802.97%-772.8pp | 345.43%-315.3pp |
| Employer contribution / active EE | $12,626 | $5,858+115.5% | $5,144+145.4% | $4,764+165.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $16 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |