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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 | $350,762 | $171,867+104.1% | $149,716+134.3% | $147,585+137.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.98% | 2113.36%-2093.4pp | 1501.67%-1481.7pp | 578.58%-558.6pp |
| Employer contribution / active EE | $26,300 | $6,275+319.1% | $5,444+383.1% | $4,876+439.3% |
| Participant deferral / active EE | $16,923 | $7,270+132.8% | $6,568+157.6% | $5,439+211.2% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |