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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 | $677,731 | $156,963+331.8% | $121,204+459.2% | $139,466+385.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 23.07% | 1476.75%-1453.7pp | 987.18%-964.1pp | 373.66%-350.6pp |
| Employer contribution / active EE | $7,933 | $5,544+43.1% | $4,170+90.3% | $4,754+66.9% |
| Participant deferral / active EE | $15,859 | $4,848+227.1% | $4,083+288.4% | $6,712+136.3% |
| Admin fee / account holder | $0 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |