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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 | $896,874 | $176,077+409.4% | $159,455+462.5% | $167,518+435.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 1222.60% | 331.83%+890.8pp | 263.63%+959.0pp | 478.71%+743.9pp |
| Employer contribution / active EE | $16,500 | $5,298+211.4% | $4,830+241.6% | $4,838+241.0% |
| Participant deferral / active EE | $16,500 | $7,751+112.9% | $7,353+124.4% | $6,342+160.2% |
| Admin fee / account holder | $286 | $12,556-97.7% | $10,800-97.4% | $12,312-97.7% |