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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 | $889,489 | $149,040+496.8% | $120,225+639.9% | $137,256+548.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 300.65% | 605.68%-305.0pp | 439.23%-138.6pp | 220.34%+80.3pp |
| Employer contribution / active EE | $5,433 | $4,350+24.9% | $3,475+56.3% | $4,156+30.7% |
| Participant deferral / active EE | $4,349 | $4,655-6.6% | $3,999+8.8% | $6,407-32.1% |
| Admin fee / account holder | $50 | $6,348-99.2% | $5,696-99.1% | $12,270-99.6% |