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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 | $510,204 | $72,071+607.9% | $68,368+646.3% | $137,256+271.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 371.69% | 353.14%+18.5pp | 292.57%+79.1pp | 220.34%+151.4pp |
| Employer contribution / active EE | $2,938 | $2,788+5.4% | $2,649+10.9% | $4,156-29.3% |
| Participant deferral / active EE | $11,750 | $4,410+166.4% | $4,123+185.0% | $6,407+83.4% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |