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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 | $88,778+383.6% | $81,844+424.6% | $145,884+194.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 31.85% | 1033.03%-1001.2pp | 778.87%-747.0pp | 551.85%-520.0pp |
| Employer contribution / active EE | $15,838 | $3,087+413.1% | $2,916+443.1% | $4,662+239.7% |
| Participant deferral / active EE | $17,273 | $4,648+271.6% | $4,323+299.5% | $6,690+158.2% |
| Admin fee / account holder | $14 | $8,430-99.8% | $7,355-99.8% | $13,392-99.9% |