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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 | $512,901 | $202,342+153.5% | $172,752+196.9% | $152,897+235.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.12% | 1029.83%-1008.7pp | 802.97%-781.8pp | 345.43%-324.3pp |
| Employer contribution / active EE | $23,820 | $5,858+306.6% | $5,144+363.1% | $4,764+400.1% |
| Participant deferral / active EE | $8,333 | $5,948+40.1% | $5,198+60.3% | $5,851+42.4% |
| Admin fee / account holder | $18 | $17,111-99.9% | $13,955-99.9% | $11,599-99.8% |