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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 | $471,344 | $171,867+174.2% | $149,721+214.8% | $147,586+219.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.08% | 2113.36%-2101.3pp | 1501.67%-1489.6pp | 578.59%-566.5pp |
| Employer contribution / active EE | $5,375 | $6,275-14.3% | $5,444-1.3% | $4,876+10.2% |
| Participant deferral / active EE | $15,708 | $7,270+116.1% | $6,568+139.2% | $5,439+188.8% |
| Admin fee / account holder | $18 | $13,799-99.9% | $11,282-99.8% | $10,886-99.8% |