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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 | $598,759 | $88,754+574.6% | $81,820+631.8% | $145,877+310.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.58% | 1031.77%-1018.2pp | 777.93%-764.4pp | 551.28%-537.7pp |
| Employer contribution / active EE | $7,798 | $3,085+152.7% | $2,915+167.5% | $4,663+67.2% |
| Participant deferral / active EE | $26,502 | $4,648+470.2% | $4,323+513.1% | $6,691+296.1% |
| Admin fee / account holder | $8 | $8,424-99.9% | $7,391-99.9% | $13,402-99.9% |