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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 | $420,861 | $150,446+179.7% | $136,297+208.8% | $147,585+185.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.65% | 1049.14%-1032.5pp | 5156.19%-5139.5pp | 578.58%-561.9pp |
| Employer contribution / active EE | $8,272 | $5,256+57.4% | $4,696+76.2% | $4,876+69.6% |
| Participant deferral / active EE | $17,440 | $6,631+163.0% | $6,247+179.2% | $5,439+220.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |