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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 | $485,339 | $160,059+203.2% | $140,019+246.6% | $135,379+258.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 36.99% | 911.44%-874.5pp | 651.15%-614.2pp | 519.79%-482.8pp |
| Employer contribution / active EE | $21,932 | $6,420+241.6% | $5,605+291.3% | $4,779+358.9% |
| Participant deferral / active EE | $11,141 | $7,641+45.8% | $6,927+60.9% | $5,609+98.6% |
| Admin fee / account holder | $62 | $13,328-99.5% | $10,705-99.4% | $10,828-99.4% |