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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 | $266,798 | $171,867+55.2% | $149,721+78.2% | $147,586+80.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 0.00% | 2113.36%-2113.4pp | 1501.67%-1501.7pp | 578.59%-578.6pp |
| Employer contribution / active EE | $26,197 | $6,275+317.5% | $5,444+381.2% | $4,876+437.2% |
| Participant deferral / active EE | $7,928 | $7,270+9.1% | $6,568+20.7% | $5,439+45.8% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |