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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 | $108,897+577.5% | $100,378+634.9% | $145,877+405.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 2069.28% | 58.17%+2011.1pp | 49.41%+2019.9pp | 551.28%+1518.0pp |
| Employer contribution / active EE | $1,491 | $4,420-66.3% | $3,942-62.2% | $4,663-68.0% |
| Participant deferral / active EE | $25,500 | $8,455+201.6% | $8,087+215.3% | $6,691+281.1% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |