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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 | $550,519 | $171,867+220.3% | $149,721+267.7% | $147,586+273.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.27% | 2113.36%-2104.1pp | 1501.67%-1492.4pp | 578.59%-569.3pp |
| Employer contribution / active EE | $15,898 | $6,275+153.4% | $5,444+192.0% | $4,876+226.0% |
| Participant deferral / active EE | $7,513 | $7,270+3.3% | $6,568+14.4% | $5,439+38.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |