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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 | $275,647 | $150,446+83.2% | $136,297+102.2% | $147,585+86.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.31% | 1049.14%-1032.8pp | 5156.19%-5139.9pp | 578.58%-562.3pp |
| Employer contribution / active EE | $9,255 | $5,256+76.1% | $4,696+97.1% | $4,876+89.8% |
| Participant deferral / active EE | $14,245 | $6,631+114.8% | $6,247+128.0% | $5,439+161.9% |
| Admin fee / account holder | $94 | $10,906-99.1% | $9,244-99.0% | $10,886-99.1% |