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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 | $506,555 | $160,070+216.5% | $147,117+244.3% | $145,897+247.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3328.64% | 98.69%+3230.0pp | 420.54%+2908.1pp | 552.29%+2776.4pp |
| Employer contribution / active EE | $24,785 | $5,285+369.0% | $4,932+402.5% | $4,663+431.6% |
| Participant deferral / active EE | $15,560 | $8,419+84.8% | $8,065+92.9% | $6,689+132.6% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |