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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 | $326,796 | $105,856+208.7% | $90,161+262.5% | $147,585+121.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 704.91% | 37.63%+667.3pp | 34.89%+670.0pp | 578.58%+126.3pp |
| Employer contribution / active EE | $11,400 | $4,126+176.3% | $3,318+243.6% | $4,876+133.8% |
| Participant deferral / active EE | $10,042 | $5,733+75.2% | $5,287+89.9% | $5,439+84.6% |
| Admin fee / account holder | -$38 | $8,046-100.5% | $5,943-100.6% | $10,886-100.3% |