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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 | $291,482 | $171,867+69.6% | $149,721+94.7% | $147,586+97.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.64% | 2113.36%-2092.7pp | 1501.67%-1481.0pp | 578.59%-557.9pp |
| Employer contribution / active EE | $17,573 | $6,275+180.1% | $5,444+222.8% | $4,876+260.4% |
| Participant deferral / active EE | $13,556 | $7,270+86.5% | $6,568+106.4% | $5,439+149.2% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |