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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 | $541,653 | $202,342+167.7% | $172,753+213.5% | $152,909+254.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.00% | 1029.88%-1009.9pp | 803.00%-783.0pp | 345.46%-325.5pp |
| Employer contribution / active EE | $9,278 | $5,857+58.4% | $5,144+80.4% | $4,764+94.8% |
| Participant deferral / active EE | $12,500 | $5,948+110.2% | $5,198+140.5% | $5,851+113.6% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |