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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 | $268,962 | $198,457+35.5% | $170,435+57.8% | $147,586+82.2% |
| Participation rate | 90.5% | 88.0%+2.5pp | 83.6%+6.9pp | 82.8%+7.6pp |
| Annual return | 18.97% | 257.30%-238.3pp | 205.94%-187.0pp | 578.59%-559.6pp |
| Employer contribution / active EE | $11,351 | $6,183+83.6% | $5,432+109.0% | $4,876+132.8% |
| Participant deferral / active EE | $9,492 | $5,629+68.6% | $4,939+92.2% | $5,439+74.5% |
| Admin fee / account holder | $283 | $16,852-98.3% | $13,881-98.0% | $10,886-97.4% |