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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 | $308,563 | $202,342+52.5% | $172,752+78.6% | $152,897+101.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.13% | 1029.83%-1005.7pp | 802.97%-778.8pp | 345.43%-321.3pp |
| Employer contribution / active EE | $26,486 | $5,858+352.1% | $5,144+414.9% | $4,764+456.0% |
| Participant deferral / active EE | $20,833 | $5,948+250.2% | $5,198+300.8% | $5,851+256.1% |
| Admin fee / account holder | $83 | $17,111-99.5% | $13,955-99.4% | $11,599-99.3% |