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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 | $517,620 | $157,304+229.1% | $141,197+266.6% | $152,909+238.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5339.12% | 64.34%+5274.8pp | 71.41%+5267.7pp | 345.46%+4993.7pp |
| Employer contribution / active EE | $14,701 | $5,263+179.3% | $4,736+210.4% | $4,764+208.6% |
| Participant deferral / active EE | $8,848 | $7,111+24.4% | $6,710+31.9% | $5,851+51.2% |
| Admin fee / account holder | $156 | $12,126-98.7% | $10,265-98.5% | $11,601-98.7% |