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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 | $482,465 | $157,304+206.7% | $141,197+241.7% | $152,909+215.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 362.40% | 64.34%+298.1pp | 71.41%+291.0pp | 345.46%+16.9pp |
| Employer contribution / active EE | $11,652 | $5,263+121.4% | $4,736+146.0% | $4,764+144.6% |
| Participant deferral / active EE | $16,667 | $7,111+134.4% | $6,710+148.4% | $5,851+184.8% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |