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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 | $310,936 | $150,447+106.7% | $136,298+128.1% | $147,586+110.7% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 19.51% | 1049.15%-1029.6pp | 5156.27%-5136.8pp | 578.59%-559.1pp |
| Employer contribution / active EE | $19,356 | $5,256+268.2% | $4,696+312.2% | $4,876+296.9% |
| Participant deferral / active EE | $12,000 | $6,631+81.0% | $6,247+92.1% | $5,439+120.6% |
| Admin fee / account holder | $17 | $10,906-99.8% | $9,244-99.8% | $10,886-99.8% |