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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 | $306,426 | $171,867+78.3% | $149,721+104.7% | $147,586+107.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.54% | 2113.36%-2096.8pp | 1501.67%-1485.1pp | 578.59%-562.1pp |
| Employer contribution / active EE | $21,676 | $6,275+245.5% | $5,444+298.1% | $4,876+344.5% |
| Participant deferral / active EE | $6,922 | $7,270-4.8% | $6,568+5.4% | $5,439+27.3% |
| Admin fee / account holder | $86 | $13,799-99.4% | $11,282-99.2% | $10,886-99.2% |