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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 | $365,361 | $171,867+112.6% | $149,721+144.0% | $147,586+147.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.51% | 2113.36%-2094.9pp | 1501.67%-1483.2pp | 578.59%-560.1pp |
| Employer contribution / active EE | $11,654 | $6,275+85.7% | $5,444+114.1% | $4,876+139.0% |
| Participant deferral / active EE | $13,103 | $7,270+80.2% | $6,568+99.5% | $5,439+140.9% |
| Admin fee / account holder | $50 | $13,799-99.6% | $11,282-99.6% | $10,886-99.5% |