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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 | $443,505 | $202,345+119.2% | $172,755+156.7% | $152,885+190.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.63% | 1029.77%-1012.1pp | 802.94%-785.3pp | 345.39%-327.8pp |
| Employer contribution / active EE | $14,063 | $5,858+140.1% | $5,144+173.4% | $4,763+195.2% |
| Participant deferral / active EE | $9,407 | $5,948+58.1% | $5,198+81.0% | $5,851+60.8% |
| Admin fee / account holder | $48 | $17,111-99.7% | $13,955-99.7% | $11,598-99.6% |