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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 | $368,342 | $209,428+75.9% | $178,498+106.4% | $158,950+131.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4915.69% | 188.78%+4726.9pp | 151.09%+4764.6pp | 302.91%+4612.8pp |
| Employer contribution / active EE | $15,635 | $5,707+173.9% | $5,011+212.0% | $4,762+228.3% |
| Participant deferral / active EE | $9,467 | $5,955+59.0% | $5,202+82.0% | $5,983+58.2% |
| Admin fee / account holder | $26 | $17,077-99.8% | $13,985-99.8% | $11,248-99.8% |