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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 | $255,638 | $202,342+26.3% | $172,753+48.0% | $152,909+67.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.55% | 1029.88%-1006.3pp | 803.00%-779.5pp | 345.46%-321.9pp |
| Employer contribution / active EE | $2,532 | $5,857-56.8% | $5,144-50.8% | $4,764-46.8% |
| Participant deferral / active EE | $8,000 | $5,948+34.5% | $5,198+53.9% | $5,851+36.7% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |