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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 | $814,201 | $115,814+603.0% | $101,275+704.0% | $158,982+412.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 585.04% | 56.16%+528.9pp | 46.48%+538.6pp | 302.99%+282.1pp |
| Employer contribution / active EE | $16,780 | $4,176+301.8% | $3,660+358.5% | $4,763+252.3% |
| Participant deferral / active EE | $8,667 | $4,958+74.8% | $4,371+98.3% | $5,983+44.8% |
| Admin fee / account holder | $69 | $7,249-99.0% | $5,948-98.8% | $11,252-99.4% |