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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 | $166,242+1213.7% | $165,071+1223.0% | $145,884+1397.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 99.81% | 100.44%-0.6pp | 70.17%+29.6pp | 551.85%-452.0pp |
| Employer contribution / active EE | $9,175 | $5,283+73.7% | $4,347+111.0% | $4,662+96.8% |
| Participant deferral / active EE | $20,167 | $6,964+189.6% | $6,035+234.2% | $6,690+201.5% |
| Admin fee / account holder | $114 | $16,658-99.3% | $12,695-99.1% | $13,392-99.1% |