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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 | $261,713 | $202,345+29.3% | $172,755+51.5% | $152,885+71.2% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 24.08% | 1029.77%-1005.7pp | 802.94%-778.9pp | 345.39%-321.3pp |
| Employer contribution / active EE | $10,454 | $5,858+78.5% | $5,144+103.2% | $4,763+119.5% |
| Participant deferral / active EE | $2,550 | $5,948-57.1% | $5,198-50.9% | $5,851-56.4% |
| Admin fee / account holder | $33 | $17,111-99.8% | $13,955-99.8% | $11,598-99.7% |