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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 | $108,911+577.4% | $100,392+634.8% | $145,884+405.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 2069.28% | 58.23%+2011.1pp | 49.45%+2019.8pp | 551.85%+1517.4pp |
| Employer contribution / active EE | $1,491 | $4,420-66.3% | $3,941-62.2% | $4,662-68.0% |
| Participant deferral / active EE | $25,500 | $8,459+201.5% | $8,090+215.2% | $6,690+281.2% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |