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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 | $479,635 | $202,342+137.0% | $172,752+177.6% | $152,897+213.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.83% | 1029.83%-1005.0pp | 802.97%-778.1pp | 345.43%-320.6pp |
| Employer contribution / active EE | $9,220 | $5,858+57.4% | $5,144+79.2% | $4,764+93.6% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |