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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 | $469,268 | $150,446+211.9% | $136,297+244.3% | $147,585+218.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.07% | 1049.14%-1028.1pp | 5156.19%-5135.1pp | 578.58%-557.5pp |
| Employer contribution / active EE | $10,170 | $5,256+93.5% | $4,696+116.6% | $4,876+108.5% |
| Participant deferral / active EE | $12,885 | $6,631+94.3% | $6,247+106.3% | $5,439+136.9% |
| Admin fee / account holder | $146 | $10,906-98.7% | $9,244-98.4% | $10,886-98.7% |