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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 | $355,977 | $171,867+107.1% | $149,721+137.8% | $147,586+141.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.36% | 2113.36%-2091.0pp | 1501.67%-1479.3pp | 578.59%-556.2pp |
| Employer contribution / active EE | $25,761 | $6,275+310.6% | $5,444+373.2% | $4,876+428.3% |
| Participant deferral / active EE | $15,355 | $7,270+111.2% | $6,568+133.8% | $5,439+182.3% |
| Admin fee / account holder | $300 | $13,799-97.8% | $11,282-97.3% | $10,886-97.2% |