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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 | $354,714 | $171,867+106.4% | $149,721+136.9% | $147,586+140.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.66% | 2113.36%-2100.7pp | 1501.67%-1489.0pp | 578.59%-565.9pp |
| Employer contribution / active EE | $6,630 | $6,275+5.7% | $5,444+21.8% | $4,876+36.0% |
| Participant deferral / active EE | $16,120 | $7,270+121.7% | $6,568+145.4% | $5,439+196.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |