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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 | $467,696 | $99,644+369.4% | $86,438+441.1% | $134,532+247.6% |
| Participation rate | 83.3% | 82.1%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | 1509.03% | 6787.26%-5278.2pp | 4397.19%-2888.2pp | 418.27%+1090.8pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,067 | $7,247-57.7% | $6,952-55.9% | $6,401-52.1% |
| Admin fee / account holder | $87 | $8,375-99.0% | $6,733-98.7% | $11,429-99.2% |