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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 | $840,830 | $88,778+847.1% | $81,844+927.4% | $145,884+476.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 28.82% | 1033.03%-1004.2pp | 778.87%-750.1pp | 551.85%-523.0pp |
| Employer contribution / active EE | $8,099 | $3,087+162.4% | $2,916+177.7% | $4,662+73.7% |
| Participant deferral / active EE | $20,125 | $4,648+332.9% | $4,323+365.5% | $6,690+200.8% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |