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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 | $421,187 | $171,867+145.1% | $149,721+181.3% | $147,586+185.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.09% | 2113.36%-2092.3pp | 1501.67%-1480.6pp | 578.59%-557.5pp |
| Employer contribution / active EE | $14,976 | $6,275+138.7% | $5,444+175.1% | $4,876+207.1% |
| Participant deferral / active EE | $5,773 | $7,270-20.6% | $6,568-12.1% | $5,439+6.1% |
| Admin fee / account holder | $2 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |