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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 | $272,735 | $171,867+58.7% | $149,721+82.2% | $147,586+84.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.80% | 2113.36%-2092.6pp | 1501.67%-1480.9pp | 578.59%-557.8pp |
| Employer contribution / active EE | $5,343 | $6,275-14.8% | $5,444-1.9% | $4,876+9.6% |
| Participant deferral / active EE | $17,342 | $7,270+138.5% | $6,568+164.0% | $5,439+218.9% |
| Admin fee / account holder | $74 | $13,799-99.5% | $11,282-99.3% | $10,886-99.3% |