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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 | $394,957 | $171,867+129.8% | $149,721+163.8% | $147,586+167.6% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 11.67% | 2113.36%-2101.7pp | 1501.67%-1490.0pp | 578.59%-566.9pp |
| Employer contribution / active EE | $26,421 | $6,275+321.1% | $5,444+385.3% | $4,876+441.8% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |