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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 | $327,921 | $217,432+50.8% | $185,851+76.4% | $167,553+95.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 308.29% | 148.43%+159.9pp | 122.11%+186.2pp | 478.89%-170.6pp |
| Employer contribution / active EE | $6,482 | $5,874+10.3% | $5,168+25.4% | $4,840+33.9% |
| Participant deferral / active EE | $5,095 | $6,357-19.8% | $5,569-8.5% | $6,343-19.7% |
| Admin fee / account holder | $43 | $19,820-99.8% | $16,245-99.7% | $12,316-99.7% |