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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 | $88,778+574.4% | $81,844+631.6% | $145,884+310.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.58% | 1033.03%-1019.4pp | 778.87%-765.3pp | 551.85%-538.3pp |
| Employer contribution / active EE | $7,798 | $3,087+152.6% | $2,916+167.4% | $4,662+67.2% |
| Participant deferral / active EE | $26,502 | $4,648+470.1% | $4,323+513.0% | $6,690+296.2% |
| Admin fee / account holder | $8 | $8,430-99.9% | $7,355-99.9% | $13,392-99.9% |