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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 | $415,250 | $209,847+97.9% | $189,520+119.1% | $167,518+147.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 60.76% | 748.45%-687.7pp | 555.25%-494.5pp | 478.71%-418.0pp |
| Employer contribution / active EE | $29,425 | $6,913+325.6% | $6,161+377.6% | $4,838+508.1% |
| Participant deferral / active EE | $21,050 | $8,934+135.6% | $8,220+156.1% | $6,342+231.9% |
| Admin fee / account holder | $61 | $14,295-99.6% | $12,046-99.5% | $12,312-99.5% |