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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 | $409,684 | $171,867+138.4% | $149,721+173.6% | $147,586+177.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.61% | 2113.36%-2101.7pp | 1501.67%-1490.1pp | 578.59%-567.0pp |
| Employer contribution / active EE | $16,200 | $6,275+158.2% | $5,444+197.6% | $4,876+232.2% |
| Participant deferral / active EE | $24,000 | $7,270+230.1% | $6,568+265.4% | $5,439+341.3% |
| Admin fee / account holder | $57 | $13,799-99.6% | $11,282-99.5% | $10,886-99.5% |