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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 | $429,726 | $209,888+104.7% | $189,545+126.7% | $167,553+156.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.33% | 748.66%-733.3pp | 555.36%-540.0pp | 478.89%-463.6pp |
| Employer contribution / active EE | $3,705 | $6,915-46.4% | $6,162-39.9% | $4,840-23.5% |
| Participant deferral / active EE | $7,565 | $8,934-15.3% | $8,220-8.0% | $6,343+19.3% |
| Admin fee / account holder | $120 | $14,300-99.2% | $12,049-99.0% | $12,316-99.0% |