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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 | $829,518 | $124,175+568.0% | $108,405+665.2% | $167,553+395.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 34.80% | 1380.13%-1345.3pp | 905.55%-870.8pp | 478.89%-444.1pp |
| Employer contribution / active EE | $24,906 | $4,188+494.8% | $3,559+599.8% | $4,840+414.6% |
| Participant deferral / active EE | $6,322 | $6,908-8.5% | $6,563-3.7% | $6,343-0.3% |
| Admin fee / account holder | $0 | $9,457-100.0% | $7,297-100.0% | $12,316-100.0% |