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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 | $649,242 | $202,342+220.9% | $172,753+275.8% | $152,909+324.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.29% | 1029.88%-1007.6pp | 803.00%-780.7pp | 345.46%-323.2pp |
| Employer contribution / active EE | $20,785 | $5,857+254.8% | $5,144+304.1% | $4,764+336.3% |
| Participant deferral / active EE | $15,929 | $5,948+167.8% | $5,198+206.5% | $5,851+172.2% |
| Admin fee / account holder | $112 | $17,112-99.3% | $13,956-99.2% | $11,601-99.0% |