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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 | $361,540 | $202,342+78.7% | $172,752+109.3% | $152,897+136.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.98% | 1029.83%-1009.8pp | 802.97%-783.0pp | 345.43%-325.4pp |
| Employer contribution / active EE | $14,035 | $5,858+139.6% | $5,144+172.8% | $4,764+194.6% |
| Participant deferral / active EE | $9,434 | $5,948+58.6% | $5,198+81.5% | $5,851+61.2% |
| Admin fee / account holder | $20 | $17,111-99.9% | $13,955-99.9% | $11,599-99.8% |