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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 | $254,439 | $202,342+25.7% | $172,752+47.3% | $152,897+66.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 27.81% | 1029.83%-1002.0pp | 802.97%-775.2pp | 345.43%-317.6pp |
| Employer contribution / active EE | $3,688 | $5,858-37.0% | $5,144-28.3% | $4,764-22.6% |
| Participant deferral / active EE | $7,781 | $5,948+30.8% | $5,198+49.7% | $5,851+33.0% |
| Admin fee / account holder | $16 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |