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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 | $429,323 | $88,710+384.0% | $81,783+425.0% | $145,959+194.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 31.85% | 1027.26%-995.4pp | 775.05%-743.2pp | 561.95%-530.1pp |
| Employer contribution / active EE | $15,838 | $3,083+413.7% | $2,913+443.8% | $4,661+239.8% |
| Participant deferral / active EE | $17,273 | $4,645+271.9% | $4,320+299.8% | $6,689+158.2% |
| Admin fee / account holder | $14 | $8,407-99.8% | $7,380-99.8% | $13,398-99.9% |