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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 | $290,621 | $109,905+164.4% | $98,506+195.0% | $167,553+73.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 18.35% | 1960.20%-1941.8pp | 1494.92%-1476.6pp | 478.89%-460.5pp |
| Employer contribution / active EE | $12,835 | $3,226+297.9% | $2,961+333.4% | $4,840+165.2% |
| Participant deferral / active EE | $11,239 | $4,674+140.5% | $4,277+162.8% | $6,343+77.2% |
| Admin fee / account holder | $0 | $6,760-100.0% | $5,955-100.0% | $12,316-100.0% |