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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 | $680,768 | $150,445+352.5% | $136,297+399.5% | $147,585+361.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.85% | 1049.14%-1038.3pp | 5156.16%-5145.3pp | 578.57%-567.7pp |
| Employer contribution / active EE | $15,359 | $5,256+192.2% | $4,696+227.1% | $4,876+215.0% |
| Participant deferral / active EE | $17,067 | $6,631+157.4% | $6,247+173.2% | $5,439+213.8% |
| Admin fee / account holder | $93 | $10,906-99.1% | $9,244-99.0% | $10,885-99.1% |