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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 | $1,055,759 | $159,934+560.1% | $147,005+618.2% | $145,959+623.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 165.04% | 98.24%+66.8pp | 418.76%-253.7pp | 561.95%-396.9pp |
| Employer contribution / active EE | $19,010 | $5,287+259.5% | $4,934+285.3% | $4,661+307.9% |
| Participant deferral / active EE | $13,900 | $8,427+64.9% | $8,070+72.2% | $6,689+107.8% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |