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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 | $274,834 | $209,874+31.0% | $189,537+45.0% | $167,536+64.0% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 13.88% | 748.61%-734.7pp | 555.34%-541.5pp | 478.82%-464.9pp |
| Employer contribution / active EE | $9,877 | $6,913+42.9% | $6,161+60.3% | $4,839+104.1% |
| Participant deferral / active EE | $11,626 | $8,934+30.1% | $8,220+41.4% | $6,342+83.3% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |