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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 | $786,851 | $185,225+324.8% | $142,898+450.6% | $167,536+369.7% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 19.02% | 8558.12%-8539.1pp | 5639.64%-5620.6pp | 478.82%-459.8pp |
| Employer contribution / active EE | $22,288 | $5,607+297.5% | $4,146+437.6% | $4,839+360.6% |
| Participant deferral / active EE | $17,800 | $4,496+295.9% | $3,838+363.7% | $6,342+180.6% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,315-100.0% |