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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 | $441,016 | $181,896+142.5% | $156,551+181.7% | $273,972+61.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 996.60% | 30.74%+965.9pp | 32.23%+964.4pp | 41.46%+955.1pp |
| Employer contribution / active EE | $25,728 | $6,248+311.8% | $5,501+367.7% | $4,869+428.4% |
| Participant deferral / active EE | $25,067 | $5,550+351.6% | $4,871+414.6% | $5,287+374.1% |
| Admin fee / account holder | $90 | $15,560-99.4% | $13,028-99.3% | $10,133-99.1% |