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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 | $737,728 | $108,942+577.2% | $100,415+634.7% | $145,897+405.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 2069.28% | 58.27%+2011.0pp | 49.47%+2019.8pp | 552.29%+1517.0pp |
| Employer contribution / active EE | $1,491 | $4,422-66.3% | $3,943-62.2% | $4,663-68.0% |
| Participant deferral / active EE | $25,500 | $8,461+201.4% | $8,091+215.2% | $6,689+281.2% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |