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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 | $459,322 | $209,874+118.9% | $189,537+142.3% | $167,536+174.2% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 19.61% | 748.61%-729.0pp | 555.34%-535.7pp | 478.82%-459.2pp |
| Employer contribution / active EE | $3,608 | $6,913-47.8% | $6,161-41.4% | $4,839-25.5% |
| Participant deferral / active EE | $16,250 | $8,934+81.9% | $8,220+97.7% | $6,342+156.2% |
| Admin fee / account holder | $141 | $14,299-99.0% | $12,048-98.8% | $12,315-98.9% |