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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 | $282,831 | $171,867+64.6% | $149,721+88.9% | $147,586+91.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.56% | 2113.36%-2099.8pp | 1501.67%-1488.1pp | 578.59%-565.0pp |
| Employer contribution / active EE | $11,917 | $6,275+89.9% | $5,444+118.9% | $4,876+144.4% |
| Participant deferral / active EE | $15,126 | $7,270+108.1% | $6,568+130.3% | $5,439+178.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |