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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 | $461,548 | $110,801+316.6% | $86,615+432.9% | $167,536+175.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 364.88% | 116.96%+247.9pp | 63.51%+301.4pp | 478.82%-113.9pp |
| Employer contribution / active EE | $5,554 | $3,245+71.2% | $2,496+122.6% | $4,839+14.8% |
| Participant deferral / active EE | $3,276 | $4,547-27.9% | $3,699-11.4% | $6,342-48.3% |
| Admin fee / account holder | $153 | $8,417-98.2% | $5,830-97.4% | $12,315-98.8% |