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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 | $1,005,833 | $176,688+469.3% | $130,660+669.8% | $152,870+558.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 21.05% | 2692.66%-2671.6pp | 1709.13%-1688.1pp | 345.34%-324.3pp |
| Employer contribution / active EE | $38,102 | $5,743+563.4% | $4,092+831.1% | $4,763+700.0% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,597-100.0% |