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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 | $470,353 | $202,342+132.5% | $172,753+172.3% | $152,909+207.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.73% | 1029.88%-1014.1pp | 803.00%-787.3pp | 345.46%-329.7pp |
| Employer contribution / active EE | $6,982 | $5,857+19.2% | $5,144+35.7% | $4,764+46.6% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |