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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 | $270,113 | $176,688+52.9% | $130,660+106.7% | $152,909+76.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 24.13% | 2693.08%-2669.0pp | 1709.29%-1685.2pp | 345.46%-321.3pp |
| Employer contribution / active EE | $23,739 | $5,743+313.4% | $4,092+480.1% | $4,764+398.3% |
| Participant deferral / active EE | $21,035 | $4,362+382.2% | $3,603+483.8% | $5,851+259.5% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,601-100.0% |