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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 | $589,771 | $85,790+587.5% | $67,313+776.2% | $135,380+335.6% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | 683.44% | -0.54%+684.0pp | -4.08%+687.5pp | 519.81%+163.6pp |
| Employer contribution / active EE | $12,353 | $3,487+254.2% | $2,566+381.5% | $4,779+158.5% |
| Participant deferral / active EE | $10,500 | $4,651+125.8% | $3,568+194.3% | $5,609+87.2% |
| Admin fee / account holder | $3 | $6,392-100.0% | $4,507-99.9% | $10,828-100.0% |