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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 | $358,903 | $171,865+108.8% | $149,718+139.7% | $147,585+143.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.10% | 2113.29%-2099.2pp | 1501.67%-1487.6pp | 578.56%-564.5pp |
| Employer contribution / active EE | $15,864 | $6,275+152.8% | $5,445+191.4% | $4,876+225.3% |
| Participant deferral / active EE | $18,800 | $7,270+158.6% | $6,569+186.2% | $5,439+245.7% |
| Admin fee / account holder | $94 | $13,799-99.3% | $11,283-99.2% | $10,885-99.1% |