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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 | $70,366+625.1% | $66,674+665.2% | $138,895+267.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 371.69% | 386.41%-14.7pp | 321.24%+50.5pp | 145.39%+226.3pp |
| Employer contribution / active EE | $2,938 | $2,765+6.2% | $2,620+12.1% | $4,194-30.0% |
| Participant deferral / active EE | $11,750 | $4,374+168.6% | $4,084+187.7% | $6,396+83.7% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |