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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 | $750,884 | $209,888+257.8% | $189,545+296.2% | $167,553+348.1% |
| Participation rate | 93.3% | 88.7%+4.7pp | 87.8%+5.5pp | 82.1%+11.2pp |
| Annual return | 70.92% | 748.66%-677.7pp | 555.36%-484.4pp | 478.89%-408.0pp |
| Employer contribution / active EE | $33,338 | $6,915+382.1% | $6,162+441.0% | $4,840+588.8% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,343-100.0% |
| Admin fee / account holder | $207 | $14,300-98.6% | $12,049-98.3% | $12,316-98.3% |