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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 | $255,100 | $171,867+48.4% | $149,721+70.4% | $147,586+72.8% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 17.51% | 2113.36%-2095.9pp | 1501.67%-1484.2pp | 578.59%-561.1pp |
| Employer contribution / active EE | $5,096 | $6,275-18.8% | $5,444-6.4% | $4,876+4.5% |
| Participant deferral / active EE | $17,133 | $7,270+135.7% | $6,568+160.8% | $5,439+215.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |