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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 | $2,183,951 | $166,268+1213.5% | $165,100+1222.8% | $145,897+1396.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 99.81% | 100.52%-0.7pp | 70.21%+29.6pp | 552.29%-452.5pp |
| Employer contribution / active EE | $9,175 | $5,284+73.6% | $4,348+111.0% | $4,663+96.8% |
| Participant deferral / active EE | $20,167 | $6,964+189.6% | $6,035+234.1% | $6,689+201.5% |
| Admin fee / account holder | $114 | $16,659-99.3% | $12,696-99.1% | $13,390-99.1% |