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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 | $656,093 | $232,540+182.1% | $185,117+254.4% | $147,586+344.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 938.69% | 43.03%+895.7pp | 40.50%+898.2pp | 578.59%+360.1pp |
| Employer contribution / active EE | $10,954 | $5,195+110.9% | $4,182+162.0% | $4,876+124.6% |
| Participant deferral / active EE | $16,000 | $5,834+174.3% | $5,045+217.1% | $5,439+194.2% |
| Admin fee / account holder | $108 | $10,275-98.9% | $8,159-98.7% | $10,886-99.0% |