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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 | $166,131+1214.6% | $164,975+1223.8% | $145,877+1397.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 99.81% | 100.37%-0.6pp | 70.12%+29.7pp | 551.28%-451.5pp |
| Employer contribution / active EE | $9,175 | $5,276+73.9% | $4,343+111.3% | $4,663+96.8% |
| Participant deferral / active EE | $20,167 | $6,962+189.7% | $6,033+234.2% | $6,691+201.4% |
| Admin fee / account holder | $114 | $16,648-99.3% | $12,688-99.1% | $13,402-99.1% |