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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 | $256,257 | $202,326+26.7% | $172,745+48.3% | $152,870+67.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.21% | 1029.72%-1010.5pp | 802.90%-783.7pp | 345.34%-326.1pp |
| Employer contribution / active EE | $19,618 | $5,858+234.9% | $5,144+281.4% | $4,763+311.9% |
| Participant deferral / active EE | $14,125 | $5,948+137.5% | $5,197+171.8% | $5,850+141.4% |
| Admin fee / account holder | $101 | $17,110-99.4% | $13,954-99.3% | $11,597-99.1% |