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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 | $452,826 | $202,342+123.8% | $172,753+162.1% | $152,909+196.1% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 17.20% | 1029.88%-1012.7pp | 803.00%-785.8pp | 345.46%-328.3pp |
| Employer contribution / active EE | $10,936 | $5,857+86.7% | $5,144+112.6% | $4,764+129.6% |
| Participant deferral / active EE | $9,130 | $5,948+53.5% | $5,198+75.7% | $5,851+56.0% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |