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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 | $383,496 | $165,399+131.9% | $149,745+156.1% | $158,982+141.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 826.20% | 348.34%+477.9pp | 276.72%+549.5pp | 302.99%+523.2pp |
| Employer contribution / active EE | $10,610 | $5,105+107.8% | $4,646+128.4% | $4,763+122.8% |
| Participant deferral / active EE | $8,720 | $7,183+21.4% | $6,843+27.4% | $5,983+45.7% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |