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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 | $398,244 | $171,867+131.7% | $149,721+166.0% | $147,586+169.8% |
| Participation rate | 94.4% | 88.2%+6.3pp | 87.1%+7.4pp | 82.8%+11.6pp |
| Annual return | 11.63% | 2113.36%-2101.7pp | 1501.67%-1490.0pp | 578.59%-567.0pp |
| Employer contribution / active EE | $13,297 | $6,275+111.9% | $5,444+144.2% | $4,876+172.7% |
| Participant deferral / active EE | $12,379 | $7,270+70.3% | $6,568+88.5% | $5,439+127.6% |
| Admin fee / account holder | $46 | $13,799-99.7% | $11,282-99.6% | $10,886-99.6% |