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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 | $595,814 | $227,541+161.8% | $189,544+214.3% | $167,497+255.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 191.08% | 78.42%+112.7pp | 64.18%+126.9pp | 478.62%-287.5pp |
| Employer contribution / active EE | $0 | $5,314-100.0% | $4,411-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,808-100.0% | $12,310-100.0% |