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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 | $278,139 | $150,447+84.9% | $136,298+104.1% | $147,586+88.5% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 19.66% | 1049.15%-1029.5pp | 5156.27%-5136.6pp | 578.59%-558.9pp |
| Employer contribution / active EE | $7,074 | $5,256+34.6% | $4,696+50.7% | $4,876+45.1% |
| Participant deferral / active EE | $10,582 | $6,631+59.6% | $6,247+69.4% | $5,439+94.6% |
| Admin fee / account holder | $44 | $10,906-99.6% | $9,244-99.5% | $10,886-99.6% |