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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 | $323,894 | $171,867+88.5% | $149,721+116.3% | $147,586+119.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 1286.72% | 2113.36%-826.6pp | 1501.67%-215.0pp | 578.59%+708.1pp |
| Employer contribution / active EE | $8,975 | $6,275+43.0% | $5,444+64.8% | $4,876+84.0% |
| Participant deferral / active EE | $6,785 | $7,270-6.7% | $6,568+3.3% | $5,439+24.7% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |