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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 | $346,725 | $202,342+71.4% | $172,753+100.7% | $152,909+126.8% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 19.53% | 1029.88%-1010.3pp | 803.00%-783.5pp | 345.46%-325.9pp |
| Employer contribution / active EE | $10,022 | $5,857+71.1% | $5,144+94.8% | $4,764+110.4% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $194 | $17,112-98.9% | $13,956-98.6% | $11,601-98.3% |