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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 | $655,469 | $88,815+638.0% | $81,882+700.5% | $145,897+349.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 66.13% | 1033.75%-967.6pp | 779.47%-713.3pp | 552.29%-486.2pp |
| Employer contribution / active EE | $40,000 | $3,086+1196.0% | $2,916+1271.7% | $4,663+757.9% |
| Participant deferral / active EE | $60,500 | $4,647+1201.8% | $4,323+1299.5% | $6,689+804.4% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |