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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 | $304,751 | $171,867+77.3% | $149,721+103.5% | $147,586+106.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.26% | 2113.36%-2101.1pp | 1501.67%-1489.4pp | 578.59%-566.3pp |
| Employer contribution / active EE | $2,077 | $6,275-66.9% | $5,444-61.9% | $4,876-57.4% |
| 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% | $11,282-100.0% | $10,886-100.0% |