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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 | $1,270,876 | $171,867+639.5% | $149,721+748.8% | $147,586+761.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 151.96% | 2113.36%-1961.4pp | 1501.67%-1349.7pp | 578.59%-426.6pp |
| Employer contribution / active EE | $9,527 | $6,275+51.8% | $5,444+75.0% | $4,876+95.4% |
| Participant deferral / active EE | $19,475 | $7,270+167.9% | $6,568+196.5% | $5,439+258.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |