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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 | $408,028 | $202,342+101.7% | $172,752+136.2% | $152,897+166.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.07% | 1029.83%-1005.8pp | 802.97%-778.9pp | 345.43%-321.4pp |
| Employer contribution / active EE | $9,755 | $5,858+66.5% | $5,144+89.6% | $4,764+104.8% |
| Participant deferral / active EE | $7,248 | $5,948+21.9% | $5,198+39.4% | $5,851+23.9% |
| Admin fee / account holder | $7 | $17,111-100.0% | $13,955-99.9% | $11,599-99.9% |