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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 | $638,139 | $171,867+271.3% | $149,721+326.2% | $147,586+332.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 55.94% | 2113.36%-2057.4pp | 1501.67%-1445.7pp | 578.59%-522.7pp |
| Employer contribution / active EE | $24,336 | $6,275+287.9% | $5,444+347.0% | $4,876+399.1% |
| Participant deferral / active EE | $16,521 | $7,270+127.2% | $6,568+151.5% | $5,439+203.8% |
| Admin fee / account holder | $17 | $13,799-99.9% | $11,282-99.9% | $10,886-99.8% |