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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 | $320,612 | $202,342+58.5% | $172,752+85.6% | $152,897+109.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.83% | 1029.83%-1013.0pp | 802.97%-786.1pp | 345.43%-328.6pp |
| Employer contribution / active EE | $7,500 | $5,858+28.0% | $5,144+45.8% | $4,764+57.4% |
| Participant deferral / active EE | $14,018 | $5,948+135.7% | $5,198+169.7% | $5,851+139.6% |
| Admin fee / account holder | $8 | $17,111-100.0% | $13,955-99.9% | $11,599-99.9% |