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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 | $439,688 | $171,867+155.8% | $149,718+193.7% | $147,585+197.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.64% | 2113.36%-2102.7pp | 1501.70%-1491.1pp | 578.57%-567.9pp |
| Employer contribution / active EE | $19,549 | $6,275+211.6% | $5,444+259.1% | $4,876+300.9% |
| Participant deferral / active EE | $12,000 | $7,270+65.1% | $6,568+82.7% | $5,439+120.6% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |