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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 | $421,156 | $202,342+108.1% | $172,753+143.8% | $152,909+175.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.93% | 1029.88%-1012.9pp | 803.00%-786.1pp | 345.46%-328.5pp |
| Employer contribution / active EE | $11,200 | $5,857+91.2% | $5,144+117.7% | $4,764+135.1% |
| Participant deferral / active EE | $25,000 | $5,948+320.3% | $5,198+381.0% | $5,851+327.3% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |