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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 | $259,465 | $171,865+51.0% | $149,718+73.3% | $147,585+75.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.59% | 2113.29%-2092.7pp | 1501.67%-1481.1pp | 578.56%-558.0pp |
| Employer contribution / active EE | $17,333 | $6,275+176.2% | $5,445+218.4% | $4,876+255.5% |
| Participant deferral / active EE | $14,140 | $7,270+94.5% | $6,569+115.3% | $5,439+160.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |