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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 | $500,000 | $209,847+138.3% | $189,520+163.8% | $167,518+198.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 1952531.58% | 748.45%+1951783.1pp | 555.25%+1951976.3pp | 478.71%+1952052.9pp |
| Employer contribution / active EE | $90,000 | $6,913+1201.9% | $6,161+1360.8% | $4,838+1760.1% |
| Participant deferral / active EE | $39,000 | $8,934+336.5% | $8,220+374.4% | $6,342+515.0% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |