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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 | $269,603 | $171,865+56.9% | $149,718+80.1% | $147,585+82.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.52% | 2113.29%-2097.8pp | 1501.67%-1486.1pp | 578.56%-563.0pp |
| Employer contribution / active EE | $24,787 | $6,275+295.0% | $5,445+355.2% | $4,876+408.3% |
| Participant deferral / active EE | $20,726 | $7,270+185.1% | $6,569+215.5% | $5,439+281.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |