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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 | $540,869 | $171,867+214.7% | $149,721+261.3% | $147,586+266.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.62% | 2113.36%-2093.7pp | 1501.67%-1482.0pp | 578.59%-559.0pp |
| Employer contribution / active EE | $12,093 | $6,275+92.7% | $5,444+122.1% | $4,876+148.0% |
| Participant deferral / active EE | $12,134 | $7,270+66.9% | $6,568+84.7% | $5,439+123.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |