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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 | $262,112 | $202,342+29.5% | $172,752+51.7% | $152,897+71.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.96% | 1029.83%-1013.9pp | 802.97%-787.0pp | 345.43%-329.5pp |
| Employer contribution / active EE | $14,615 | $5,858+149.5% | $5,144+184.1% | $4,764+206.8% |
| Participant deferral / active EE | $12,500 | $5,948+110.1% | $5,198+140.5% | $5,851+113.6% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |