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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 | $366,743 | $202,342+81.2% | $172,752+112.3% | $152,897+139.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 12.53% | 1029.83%-1017.3pp | 802.97%-790.4pp | 345.43%-332.9pp |
| Employer contribution / active EE | $14,725 | $5,858+151.4% | $5,144+186.2% | $4,764+209.1% |
| Participant deferral / active EE | $17,959 | $5,948+201.9% | $5,198+245.5% | $5,851+206.9% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |