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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 | $257,220 | $217,432+18.3% | $185,849+38.4% | $167,536+53.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 1671.30% | 148.42%+1522.9pp | 122.10%+1549.2pp | 478.82%+1192.5pp |
| Employer contribution / active EE | $9,231 | $5,875+57.1% | $5,169+78.6% | $4,839+90.7% |
| Participant deferral / active EE | $12,725 | $6,357+100.2% | $5,569+128.5% | $6,342+100.6% |
| Admin fee / account holder | $40 | $19,818-99.8% | $16,244-99.8% | $12,315-99.7% |