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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 | $255,272 | $88,778+187.5% | $81,844+211.9% | $145,884+75.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 155.38% | 1033.03%-877.7pp | 778.87%-623.5pp | 551.85%-396.5pp |
| Employer contribution / active EE | $2,024 | $3,087-34.4% | $2,916-30.6% | $4,662-56.6% |
| Participant deferral / active EE | $1,180 | $4,648-74.6% | $4,323-72.7% | $6,690-82.4% |
| Admin fee / account holder | $14 | $8,430-99.8% | $7,355-99.8% | $13,392-99.9% |