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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 | $302,504 | $171,867+76.0% | $149,721+102.0% | $147,586+105.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.25% | 2113.36%-2095.1pp | 1501.67%-1483.4pp | 578.59%-560.3pp |
| Employer contribution / active EE | $8,661 | $6,275+38.0% | $5,444+59.1% | $4,876+77.6% |
| Participant deferral / active EE | $4,800 | $7,270-34.0% | $6,568-26.9% | $5,439-11.7% |
| Admin fee / account holder | $112 | $13,799-99.2% | $11,282-99.0% | $10,886-99.0% |