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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 | $543,760 | $227,633+138.9% | $189,597+186.8% | $167,553+224.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 432.47% | 78.45%+354.0pp | 64.20%+368.3pp | 478.89%-46.4pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,412-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $7,003-100.0% | $6,174-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |