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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 | $365,933 | $171,867+112.9% | $149,721+144.4% | $147,586+147.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.42% | 2113.36%-2097.9pp | 1501.67%-1486.3pp | 578.59%-563.2pp |
| Employer contribution / active EE | $2,988 | $6,275-52.4% | $5,444-45.1% | $4,876-38.7% |
| Participant deferral / active EE | $13,920 | $7,270+91.5% | $6,568+111.9% | $5,439+155.9% |
| Admin fee / account holder | $28 | $13,799-99.8% | $11,282-99.8% | $10,886-99.7% |