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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 | $981,685 | $209,422+368.8% | $178,503+450.0% | $158,982+517.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 186.67% | 188.81%-2.1pp | 151.12%+35.6pp | 302.99%-116.3pp |
| Employer contribution / active EE | $19,933 | $5,707+249.3% | $5,011+297.8% | $4,763+318.5% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $65 | $17,079-99.6% | $13,987-99.5% | $11,252-99.4% |