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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 | $360,907 | $180,462+100.0% | $154,111+134.2% | $135,379+166.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 888.17%-888.2pp | 735.18%-735.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $6,226 | $6,036+3.2% | $5,298+17.5% | $4,779+30.3% |
| Participant deferral / active EE | $8,999 | $5,806+55.0% | $5,081+77.1% | $5,609+60.4% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |