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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 | $392,315 | $202,342+93.9% | $172,753+127.1% | $152,909+156.6% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 20.44% | 1029.88%-1009.4pp | 803.00%-782.6pp | 345.46%-325.0pp |
| Employer contribution / active EE | $1,808 | $5,857-69.1% | $5,144-64.8% | $4,764-62.0% |
| Participant deferral / active EE | $3,290 | $5,948-44.7% | $5,198-36.7% | $5,851-43.8% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |