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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 | $301,747 | $202,345+49.1% | $172,755+74.7% | $152,885+97.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.48% | 1029.77%-1007.3pp | 802.94%-780.5pp | 345.39%-322.9pp |
| Employer contribution / active EE | $3,581 | $5,858-38.9% | $5,144-30.4% | $4,763-24.8% |
| Participant deferral / active EE | $7,238 | $5,948+21.7% | $5,198+39.3% | $5,851+23.7% |
| Admin fee / account holder | $66 | $17,111-99.6% | $13,955-99.5% | $11,598-99.4% |