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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 | $393,821 | $202,342+94.6% | $172,753+128.0% | $152,909+157.6% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 21.83% | 1029.88%-1008.0pp | 803.00%-781.2pp | 345.46%-323.6pp |
| Employer contribution / active EE | $7,089 | $5,857+21.0% | $5,144+37.8% | $4,764+48.8% |
| Participant deferral / active EE | $3,591 | $5,948-39.6% | $5,198-30.9% | $5,851-38.6% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |