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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 | $823,875 | $226,090+264.4% | $182,531+351.4% | $152,885+438.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 76.36% | 192.57%-116.2pp | 148.57%-72.2pp | 345.39%-269.0pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $19,000 | $6,369+198.3% | $5,525+243.9% | $5,851+224.7% |
| Admin fee / account holder | $56 | $10,705-99.5% | $8,593-99.3% | $11,598-99.5% |