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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 | $376,336 | $171,867+119.0% | $149,721+151.4% | $147,586+155.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.84% | 2113.36%-2095.5pp | 1501.67%-1483.8pp | 578.59%-560.8pp |
| Employer contribution / active EE | $16,188 | $6,275+158.0% | $5,444+197.3% | $4,876+232.0% |
| Participant deferral / active EE | $10,314 | $7,270+41.9% | $6,568+57.0% | $5,439+89.6% |
| Admin fee / account holder | $8 | $13,799-99.9% | $11,282-99.9% | $10,886-99.9% |