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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 | $569,542 | $190,916+198.3% | $160,037+255.9% | $134,545+323.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 144.99% | 552.79%-407.8pp | 408.95%-264.0pp | 418.37%-273.4pp |
| Employer contribution / active EE | $12,757 | $4,996+155.4% | $4,226+201.9% | $4,742+169.1% |
| Participant deferral / active EE | $6,750 | $6,925-2.5% | $6,184+9.2% | $6,401+5.4% |
| Admin fee / account holder | $119 | $10,497-98.9% | $8,716-98.6% | $11,431-99.0% |