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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 | $848,685 | $209,888+304.4% | $189,545+347.7% | $167,553+406.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.25% | 748.66%-734.4pp | 555.36%-541.1pp | 478.89%-464.6pp |
| Employer contribution / active EE | $17,728 | $6,915+156.4% | $6,162+187.7% | $4,840+266.3% |
| Participant deferral / active EE | $14,806 | $8,934+65.7% | $8,220+80.1% | $6,343+133.4% |
| Admin fee / account holder | $4 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |