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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 | $394,941 | $202,342+95.2% | $172,752+128.6% | $152,897+158.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.72% | 1029.83%-1008.1pp | 802.97%-781.2pp | 345.43%-323.7pp |
| Employer contribution / active EE | $7,670 | $5,858+30.9% | $5,144+49.1% | $4,764+61.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |